KKAMG
Kernodle & Katon Asset Management Group’s Wells Fargo WFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $51K | Buy |
915
+1
| +0.1% | +$56 | 0.03% | 164 |
|
2016
Q4 | $50K | Buy |
914
+1
| +0.1% | +$55 | 0.03% | 164 |
|
2016
Q3 | $40K | Buy |
913
+150
| +20% | +$6.57K | 0.02% | 193 |
|
2016
Q2 | $36K | Hold |
763
| – | – | 0.03% | 154 |
|
2016
Q1 | $37K | Hold |
763
| – | – | 0.04% | 139 |
|
2015
Q4 | $41K | Buy |
+763
| New | +$41K | 0.04% | 136 |
|