MWR
McAdams Wright Ragen’s Wells Fargo WFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $10.4M | Sell |
201,050
-12,312
| -6% | -$639K | 0.58% | 48 |
|
2014
Q2 | $11.2M | Buy |
213,362
+14,089
| +7% | +$740K | 0.63% | 44 |
|
2014
Q1 | $9.91M | Sell |
199,273
-5,577
| -3% | -$277K | 0.61% | 43 |
|
2013
Q4 | $9.3M | Buy |
204,850
+6,567
| +3% | +$298K | 0.62% | 46 |
|
2013
Q3 | $8.19M | Buy |
198,283
+26,386
| +15% | +$1.09M | 0.65% | 42 |
|
2013
Q2 | $7.09M | Buy |
+171,897
| New | +$7.09M | 0.57% | 49 |
|