MPA
Marvin & Palmer Associates’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-45,100
| Closed | -$2.14M | – | 46 |
|
|
2016
Q2 | $2.14M | Buy |
45,100
+4,725
| +12% | +$224K | 2.89% | 11 |
|
|
2016
Q1 | $1.95M | Buy |
40,375
+1,700
| +4% | +$82.2K | 2.28% | 18 |
|
|
2015
Q4 | $2.1M | Sell |
38,675
-1,500
| -4% | -$81.5K | 2.15% | 22 |
|
|
2015
Q3 | $2.06M | Sell |
40,175
-5,925
| -13% | -$304K | 2.46% | 18 |
|
|
2015
Q2 | $2.59M | Sell |
46,100
-500
| -1% | -$28.1K | 2.45% | 18 |
|
|
2015
Q1 | $2.54M | Buy |
46,600
+4,293
| +10% | +$234K | 2.2% | 19 |
|
|
2014
Q4 | $2.32M | Sell |
42,307
-1,423
| -3% | -$78K | 2.36% | 15 |
|
|
2014
Q3 | $2.27M | Sell |
43,730
-13,210
| -23% | -$685K | 2.31% | 12 |
|
|
2014
Q2 | $2.99M | Buy |
56,940
+38,940
| +216% | +$2.05M | 2.6% | 9 |
|
|
2014
Q1 | $895K | Buy |
+18,000
| New | +$895K | 0.78% | 49 |
|