King Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-13,520
| Closed | -$737K | – | 99 |
|
|
2015
Q1 | $737K | Hold |
13,520
| – | – | 0.35% | 50 |
|
|
2014
Q4 | $742K | Hold |
13,520
| – | – | 0.33% | 51 |
|
|
2014
Q3 | $701K | Sell |
13,520
-26,584
| -66% | -$1.38M | 0.32% | 54 |
|
|
2014
Q2 | $503K | Buy |
40,104
+24,625
| +159% | +$309K | 0.21% | 75 |
|
|
2014
Q1 | $770K | Hold |
15,479
| – | – | 0.35% | 52 |
|
|
2013
Q4 | $703K | Sell |
15,479
-1,050
| -6% | -$47.7K | 0.32% | 58 |
|
|
2013
Q3 | $683K | Sell |
16,529
-1,125
| -6% | -$46.5K | 0.29% | 71 |
|
|
2013
Q2 | $729K | Buy |
+17,654
| New | +$729K | 0.3% | 65 |
|