Kinsight LLC’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $271K | Hold |
4,891
| – | – | 0.15% | 25 |
|
|
2017
Q1 | $272K | Hold |
4,891
| – | – | 0.15% | 27 |
|
|
2016
Q4 | $270K | Hold |
4,891
| – | – | 0.14% | 25 |
|
|
2016
Q3 | $217K | Hold |
4,891
| – | – | 0.12% | 32 |
|
|
2016
Q2 | $231K | Sell |
4,891
-5,043
| -51% | -$238K | 0.13% | 31 |
|
|
2016
Q1 | $510K | Buy |
9,934
+4,967
| +100% | +$255K | 0.29% | 15 |
|
|
2015
Q4 | $270K | Buy |
4,967
+76
| +2% | +$4.13K | 0.16% | 24 |
|
|
2015
Q3 | $251K | Hold |
4,891
| – | – | 0.17% | 23 |
|
|
2015
Q2 | $275K | Sell |
4,891
-831
| -15% | -$46.7K | 0.14% | 23 |
|
|
2015
Q1 | $311K | Hold |
5,722
| – | – | 0.15% | 23 |
|
|
2014
Q4 | $314K | Sell |
5,722
-776
| -12% | -$42.6K | 0.15% | 23 |
|
|
2014
Q3 | $337K | Sell |
6,498
-124
| -2% | -$6.43K | 0.19% | 21 |
|
|
2014
Q2 | $348K | Buy |
6,622
+1
| +0% | +$53 | 0.21% | 16 |
|
|
2014
Q1 | $329K | Hold |
6,621
| – | – | 0.2% | 18 |
|
|
2013
Q4 | $301K | Hold |
6,621
| – | – | 0.18% | 20 |
|
|
2013
Q3 | $274K | Hold |
6,621
| – | – | 0.17% | 21 |
|
|
2013
Q2 | $273K | Buy |
+6,621
| New | +$273K | 0.18% | 18 |
|