Kingfisher Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,617
| Closed | -$254K | – | 122 |
|
|
2016
Q4 | $254K | Hold |
4,617
| – | – | 0.19% | 108 |
|
|
2016
Q3 | $204K | Sell |
4,617
-2,590
| -36% | -$114K | 0.14% | 111 |
|
|
2016
Q2 | $341K | Sell |
7,207
-30,385
| -81% | -$1.44M | 0.23% | 101 |
|
|
2016
Q1 | $1.82M | Buy |
37,592
+57
| +0.2% | +$2.76K | 1.14% | 28 |
|
|
2015
Q4 | $2.04M | Buy |
37,535
+824
| +2% | +$44.8K | 1.21% | 21 |
|
|
2015
Q3 | $1.89M | Buy |
36,711
+13,647
| +59% | +$701K | 1.2% | 18 |
|
|
2015
Q2 | $1.3M | Sell |
23,064
-1,763
| -7% | -$99.1K | 0.75% | 63 |
|
|
2015
Q1 | $1.35M | Sell |
24,827
-1,094
| -4% | -$59.5K | 0.7% | 66 |
|
|
2014
Q4 | $1.42M | Buy |
25,921
+429
| +2% | +$23.5K | 0.73% | 68 |
|
|
2014
Q3 | $1.32M | Buy |
25,492
+255
| +1% | +$13.2K | 0.71% | 63 |
|
|
2014
Q2 | $1.33M | Sell |
25,237
-2,082
| -8% | -$109K | 0.69% | 61 |
|
|
2014
Q1 | $1.36M | Sell |
27,319
-1,030
| -4% | -$51.2K | 0.72% | 59 |
|
|
2013
Q4 | $1.29M | Buy |
28,349
+1,199
| +4% | +$54.4K | 0.69% | 65 |
|
|
2013
Q3 | $1.12M | Sell |
27,150
-516
| -2% | -$21.3K | 0.57% | 74 |
|
|
2013
Q2 | $1.14M | Buy |
+27,666
| New | +$1.14M | 0.63% | 66 |
|