Leonard Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-64,921
| Closed | -$3.56M | – | 155 |
|
|
2014
Q4 | $3.56M | Hold |
64,921
| – | – | 0.93% | 25 |
|
|
2014
Q3 | $3.37M | Hold |
64,921
| – | – | 1.24% | 15 |
|
|
2014
Q2 | $3.41M | Hold |
64,921
| – | – | 1.15% | 23 |
|
|
2014
Q1 | $3.23M | Hold |
64,921
| – | – | 1.16% | 18 |
|
|
2013
Q4 | $2.95M | Hold |
64,921
| – | – | 1.15% | 21 |
|
|
2013
Q3 | $2.68M | Sell |
64,921
-13,000
| -17% | -$537K | 1.07% | 24 |
|
|
2013
Q2 | $3.22M | Buy |
+77,921
| New | +$3.22M | 1.23% | 17 |
|