Killen Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $594K | Buy |
12,293
+3,428
| +39% | +$166K | 0.07% | 95 |
|
|
2015
Q4 | $482K | Hold |
8,865
| – | – | 0.05% | 92 |
|
|
2015
Q3 | $455K | Buy |
8,865
+2,000
| +29% | +$103K | 0.04% | 95 |
|
|
2015
Q2 | $386K | Hold |
6,865
| – | – | 0.03% | 104 |
|
|
2015
Q1 | $373K | Hold |
6,865
| – | – | 0.03% | 110 |
|
|
2014
Q4 | $376K | Sell |
6,865
-5,000
| -42% | -$274K | 0.02% | 104 |
|
|
2014
Q3 | $615K | Sell |
11,865
-3,400
| -22% | -$176K | 0.03% | 100 |
|
|
2014
Q2 | $802K | Hold |
15,265
| – | – | 0.04% | 101 |
|
|
2014
Q1 | $759K | Hold |
15,265
| – | – | 0.04% | 99 |
|
|
2013
Q4 | $693K | Buy |
15,265
+600
| +4% | +$27.2K | 0.04% | 101 |
|
|
2013
Q3 | $606K | Hold |
14,665
| – | – | 0.04% | 98 |
|
|
2013
Q2 | $605K | Buy |
+14,665
| New | +$605K | 0.04% | 88 |
|