JGC
J. Goldman & Co’s Wells Fargo WFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-46,187
| Closed | -$2.57M | – | 308 |
|
2017
Q1 | $2.57M | Buy |
46,187
+39,887
| +633% | +$2.22M | 0.13% | 110 |
|
2016
Q4 | $347K | Buy |
6,300
+300
| +5% | +$16.5K | 0.02% | 175 |
|
2016
Q3 | $266K | Sell |
6,000
-161,700
| -96% | -$7.17M | 0.02% | 175 |
|
2016
Q2 | $7.94M | Buy |
167,700
+93,500
| +126% | +$4.43M | 0.41% | 31 |
|
2016
Q1 | $3.59M | Buy |
+74,200
| New | +$3.59M | 0.22% | 76 |
|
2014
Q4 | – | Sell |
-100,000
| Closed | -$5.19M | – | 214 |
|
2014
Q3 | $5.19M | Buy |
100,000
+10,000
| +11% | +$519K | 0.31% | 66 |
|
2014
Q2 | $4.73M | Sell |
90,000
-25,000
| -22% | -$1.31M | 0.35% | 53 |
|
2014
Q1 | $5.72M | Sell |
115,000
-10,000
| -8% | -$497K | 0.42% | 42 |
|
2013
Q4 | $5.68M | Sell |
125,000
-112,500
| -47% | -$5.11M | 0.71% | 14 |
|
2013
Q3 | $9.81M | Buy |
237,500
+62,500
| +36% | +$2.58M | 0.92% | 10 |
|
2013
Q2 | $7.22M | Buy |
+175,000
| New | +$7.22M | 0.74% | 17 |
|