Laffer Tengler Investments’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-7,307
| Closed | -$214K | – | 264 |
|
|
2015
Q1 | $214K | Buy |
+7,307
| New | +$214K | 0.03% | 187 |
|
|
2014
Q4 | – | Sell |
-6,315
| Closed | -$183K | – | 184 |
|
|
2014
Q3 | $183K | Buy |
6,315
+2,314
| +58% | +$67.2K | 0.03% | 187 |
|
|
2014
Q2 | $119K | Buy |
4,001
+1,621
| +68% | +$48.2K | 0.02% | 190 |
|
|
2014
Q1 | $69.4K | Buy |
2,380
+704
| +42% | +$20.5K | 0.01% | 197 |
|
|
2013
Q4 | $46.9K | Buy |
+1,676
| New | +$46.9K | 0.01% | 207 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 207 |
|