KCM Investment Advisors’s WELLS FARGO REAL ESTATE INVESTMENT CORPORATION Called for Redemption WFE.PRA.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-28,829
| Closed | -$722K | – | 442 |
|
|
2018
Q4 | $722K | Sell |
28,829
-536
| -2% | -$13.4K | 0.05% | 260 |
|
|
2018
Q3 | $752K | Buy |
29,365
+595
| +2% | +$15.2K | 0.04% | 277 |
|
|
2018
Q2 | $745K | Buy |
28,770
+47
| +0.2% | +$1.22K | 0.05% | 280 |
|
|
2018
Q1 | $746K | Sell |
28,723
-554
| -2% | -$14.4K | 0.05% | 296 |
|
|
2017
Q4 | $776K | Sell |
29,277
-1,191
| -4% | -$31.6K | 0.05% | 290 |
|
|
2017
Q3 | $805K | Buy |
30,468
+1,709
| +6% | +$45.2K | 0.05% | 284 |
|
|
2017
Q2 | $781K | Sell |
28,759
-691
| -2% | -$18.8K | 0.05% | 284 |
|
|
2017
Q1 | $773K | Buy |
29,450
+250
| +0.9% | +$6.56K | 0.05% | 287 |
|
|
2016
Q4 | $735K | Sell |
29,200
-800
| -3% | -$20.1K | 0.05% | 292 |
|
|
2016
Q3 | $795K | Hold |
30,000
| – | – | 0.05% | 279 |
|
|
2016
Q2 | $826K | Sell |
30,000
-2,600
| -8% | -$71.6K | 0.06% | 272 |
|
|
2016
Q1 | $878K | Buy |
32,600
+2,500
| +8% | +$67.3K | 0.06% | 257 |
|
|
2015
Q4 | $787K | Sell |
30,100
-300
| -1% | -$7.84K | 0.06% | 267 |
|
|
2015
Q3 | $779K | Buy |
30,400
+4,600
| +18% | +$118K | 0.06% | 268 |
|
|
2015
Q2 | $660K | Buy |
25,800
+5,500
| +27% | +$141K | 0.05% | 306 |
|
|
2015
Q1 | $528K | Buy |
20,300
+5,200
| +34% | +$135K | 0.04% | 338 |
|
|
2014
Q4 | $383K | Buy |
+15,100
| New | +$383K | 0.03% | 379 |
|