KM
Kalos Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,154
| Closed | -$227K | – | 219 |
|
|
2018
Q2 | $227K | Buy |
+4,154
| New | +$227K | 0.1% | 171 |
|
|
2018
Q1 | – | Sell |
-59,487
| Closed | -$3.6M | – | 217 |
|
|
2017
Q4 | $3.6M | Buy |
59,487
+627
| +1% | +$37.9K | 1.69% | 10 |
|
|
2017
Q3 | $3.25M | Buy |
58,860
+3,109
| +6% | +$171K | 2.09% | 8 |
|
|
2017
Q2 | $3.09M | Sell |
55,751
-718
| -1% | -$39.8K | 2.82% | 3 |
|
|
2017
Q1 | $3.14M | Buy |
56,469
+3,914
| +7% | +$218K | 2.23% | 5 |
|
|
2016
Q4 | $2.9M | Sell |
52,555
-2,899
| -5% | -$160K | 2.34% | 6 |
|
|
2016
Q3 | $2.46M | Buy |
+55,454
| New | +$2.46M | 2.09% | 6 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 513 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 191 |
|