Joel Isaacson & Co’s Wells Fargo & Company Ws WFC.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,000
| Closed | -$16K | – | 792 |
|
|
2016
Q1 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 521 |
|
|
2015
Q4 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 467 |
|
|
2015
Q3 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 499 |
|
|
2015
Q2 | $22K | Hold |
1,000
| – | – | 0.01% | 489 |
|
|
2015
Q1 | $20K | Buy |
+1,000
| New | +$20K | 0.01% | 494 |
|
|
2013
Q4 | – | Sell |
-1,000
| Closed | -$14K | – | 531 |
|
|
2013
Q3 | $14K | Buy |
+1,000
| New | +$14K | 0.01% | 388 |
|