KB
Kimelman & Baird’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-170,938
| Closed | -$7.57M | – | 124 |
|
|
2016
Q3 | $7.57M | Buy |
170,938
+144
| +0.1% | +$6.38K | 1.33% | 27 |
|
|
2016
Q2 | $8.08M | Buy |
170,794
+3,029
| +2% | +$143K | 1.48% | 25 |
|
|
2016
Q1 | $8.11M | Buy |
167,765
+406
| +0.2% | +$19.6K | 1.52% | 24 |
|
|
2015
Q4 | $9.1M | Buy |
+167,359
| New | +$9.1M | 1.71% | 21 |
|
|
2015
Q2 | $9.57M | Buy |
+170,207
| New | +$9.57M | 1.63% | 22 |
|