KSA
Ken Stern & Associates’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $432K | Buy |
8,228
+3
| +0% | +$158 | 0.19% | 70 |
|
|
2018
Q2 | $456K | Sell |
8,225
-689
| -8% | -$38.2K | 0.21% | 59 |
|
|
2018
Q1 | $467K | Sell |
8,914
-101
| -1% | -$5.29K | 0.21% | 57 |
|
|
2017
Q4 | $547K | Sell |
9,015
-55
| -0.6% | -$3.34K | 0.24% | 50 |
|
|
2017
Q3 | $500K | Sell |
9,070
-196
| -2% | -$10.8K | 0.22% | 55 |
|
|
2017
Q2 | $510K | Buy |
9,266
+6
| +0.1% | +$330 | 0.23% | 53 |
|
|
2017
Q1 | $499K | Buy |
9,260
+4
| +0% | +$216 | 0.23% | 50 |
|
|
2016
Q4 | $510K | Buy |
9,256
+535
| +6% | +$29.5K | 0.26% | 49 |
|
|
2016
Q3 | $386K | Buy |
8,721
+5
| +0.1% | +$221 | 0.27% | 51 |
|
|
2016
Q2 | $413K | Buy |
8,716
+88
| +1% | +$4.17K | 0.32% | 51 |
|
|
2016
Q1 | $417K | Buy |
8,628
+821
| +11% | +$39.7K | 0.29% | 45 |
|
|
2015
Q4 | $424K | Buy |
+7,807
| New | +$424K | 0.28% | 52 |
|