KA
Kaizen Advisory’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $545K | Buy |
11,833
+1,219
| +11% | +$56.1K | 0.38% | 114 |
|
|
2018
Q3 | $558K | Hold |
10,614
| – | – | 0.29% | 120 |
|
|
2018
Q2 | $588K | Buy |
10,614
+6,311
| +147% | +$350K | 0.3% | 112 |
|
|
2018
Q1 | $226K | Hold |
4,303
| – | – | 0.22% | 91 |
|
|
2017
Q4 | $261K | Buy |
+4,303
| New | +$261K | 0.16% | 110 |
|