Long Wharf Investors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
$364K Buy
6,926
+3
+0% +$158 0.29% 120
2014
Q1
$344K Buy
6,923
+440
+7% +$21.9K 0.29% 121
2013
Q4
$294K Sell
6,483
-406
-6% -$18.4K 0.27% 105
2013
Q3
$285K Hold
6,889
0.27% 108
2013
Q2
$284K Buy
+6,889
New +$284K 0.28% 95