Lupo Securities’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
$58K Buy
1,120
+500
+81% +$25.9K 0.44% 29
2015
Q2
$35K Sell
620
-5,930
-91% -$335K 0.14% 37
2015
Q1
$356K Buy
6,550
+3,060
+88% +$166K 0.56% 39
2014
Q4
$191K Buy
+3,490
New +$191K 0.09% 79