Kelly Lawrence W & Associates’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,700
| Closed | -$44K | – | 136 |
|
|
2018
Q2 | $44K | Hold |
1,700
| – | – | 0.01% | 115 |
|
|
2018
Q1 | $44K | Hold |
1,700
| – | – | 0.01% | 114 |
|
|
2017
Q4 | $44K | Hold |
1,700
| – | – | 0.01% | 124 |
|
|
2017
Q3 | $43K | Hold |
1,700
| – | – | 0.01% | 116 |
|
|
2017
Q2 | $44K | Hold |
1,700
| – | – | 0.01% | 113 |
|
|
2017
Q1 | $45K | Hold |
1,700
| – | – | 0.01% | 130 |
|
|
2016
Q4 | $45K | Hold |
1,700
| – | – | 0.01% | 128 |
|
|
2016
Q3 | $46K | Hold |
1,700
| – | – | 0.01% | 131 |
|
|
2016
Q2 | $47K | Hold |
1,700
| – | – | 0.01% | 141 |
|
|
2016
Q1 | $48K | Hold |
1,700
| – | – | 0.01% | 124 |
|
|
2015
Q4 | $48K | Hold |
1,700
| – | – | 0.01% | 126 |
|
|
2015
Q3 | $47K | Hold |
1,700
| – | – | 0.01% | 120 |
|
|
2015
Q2 | $48K | Hold |
1,700
| – | – | 0.01% | 117 |
|
|
2015
Q1 | $50K | Hold |
1,700
| – | – | 0.01% | 102 |
|
|
2014
Q4 | $50K | Buy |
+1,700
| New | +$50K | 0.01% | 105 |
|
|
2014
Q3 | – | Sell |
-1,700
| Closed | -$51K | – | 123 |
|
|
2014
Q2 | $51K | Hold |
1,700
| – | – | 0.01% | 102 |
|
|
2014
Q1 | $50K | Hold |
1,700
| – | – | 0.01% | 99 |
|
|
2013
Q4 | $48K | Buy |
+1,700
| New | +$48K | 0.01% | 99 |
|
|
2013
Q3 | – | Sell |
-1,700
| Closed | -$49K | – | 114 |
|
|
2013
Q2 | $49K | Buy |
+1,700
| New | +$49K | 0.01% | 96 |
|