John G. Ullman & Associates’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-4,306
Closed -$223K 154
2014
Q3
$223K Hold
4,306
0.04% 137
2014
Q2
$226K Hold
4,306
0.04% 138
2014
Q1
$214K Sell
4,306
-300
-7% -$14.9K 0.04% 137
2013
Q4
$209K Buy
+4,606
New +$209K 0.04% 139