LP
LGL Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,051
| Closed | -$501K | – | 87 |
|
|
2017
Q2 | $501K | Hold |
9,051
| – | – | 0.27% | 47 |
|
|
2017
Q1 | $504K | Sell |
9,051
-1,000
| -10% | -$55.7K | 0.25% | 48 |
|
|
2016
Q4 | $554K | Hold |
10,051
| – | – | 0.3% | 45 |
|
|
2016
Q3 | $441K | Sell |
10,051
-1,000
| -9% | -$43.9K | 0.23% | 49 |
|
|
2016
Q2 | $517K | Sell |
11,051
-815
| -7% | -$38.1K | 0.28% | 45 |
|
|
2016
Q1 | $574K | Buy |
11,866
+3,351
| +39% | +$162K | 0.3% | 46 |
|
|
2015
Q4 | $463K | Buy |
+8,515
| New | +$463K | 0.25% | 50 |
|