McNamara Financial Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-46,606
| Closed | -$2.53M | – | 84 |
|
|
2015
Q4 | $2.53M | Buy |
46,606
+352
| +0.8% | +$19.1K | 2.48% | 11 |
|
|
2015
Q3 | $2.38M | Buy |
46,254
+10,202
| +28% | +$524K | 2.5% | 16 |
|
|
2015
Q2 | $2.03M | Buy |
36,052
+28,810
| +398% | +$1.62M | 1.92% | 27 |
|
|
2015
Q1 | $394K | Hold |
7,242
| – | – | 0.36% | 55 |
|
|
2014
Q4 | $397K | Buy |
+7,242
| New | +$397K | 0.36% | 56 |
|