Kays Financial Advisory’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,381
| Closed | -$266K | – | 95 |
|
|
2017
Q4 | $266K | Buy |
4,381
+1,510
| +53% | +$91.7K | 0.08% | 75 |
|
|
2017
Q3 | $158K | Buy |
2,871
+102
| +4% | +$5.61K | 0.05% | 79 |
|
|
2017
Q2 | $154K | Hold |
2,769
| – | – | 0.05% | 73 |
|
|
2017
Q1 | $154K | Hold |
2,769
| – | – | 0.05% | 72 |
|
|
2016
Q4 | $152K | Buy |
+2,769
| New | +$152K | 0.06% | 68 |
|