Jackson Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-23,004
| Closed | -$1.09M | – | 73 |
|
|
2016
Q2 | $1.09M | Sell |
23,004
-26,973
| -54% | -$1.28M | 0.41% | 61 |
|
|
2016
Q1 | $2.37M | Sell |
49,977
-738
| -1% | -$35.1K | 0.92% | 28 |
|
|
2015
Q4 | $2.61M | Sell |
50,715
-1,275
| -2% | -$65.5K | 1.03% | 27 |
|
|
2015
Q3 | $2.67M | Sell |
51,990
-3,411
| -6% | -$175K | 0.96% | 26 |
|
|
2015
Q2 | $3.11M | Sell |
55,401
-11,312
| -17% | -$634K | 1.05% | 23 |
|
|
2015
Q1 | $3.63M | Sell |
66,713
-3,048
| -4% | -$166K | 1.17% | 23 |
|
|
2014
Q4 | $3.82M | Buy |
+69,761
| New | +$3.82M | 1.25% | 21 |
|