MCM
Millie Capital Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-5,020
| Closed | -$222K | – | 82 |
|
|
2016
Q3 | $222K | Sell |
5,020
-14,818
| -75% | -$655K | 0.24% | 64 |
|
|
2016
Q2 | $939K | Buy |
19,838
+4,110
| +26% | +$195K | 0.99% | 39 |
|
|
2016
Q1 | $761K | Buy |
15,728
+494
| +3% | +$23.9K | 0.82% | 40 |
|
|
2015
Q4 | $828K | Sell |
15,234
-1,220
| -7% | -$66.3K | 0.86% | 44 |
|
|
2015
Q3 | $845K | Hold |
16,454
| – | – | 0.77% | 45 |
|
|
2015
Q2 | $925K | Hold |
16,454
| – | – | 0.85% | 38 |
|
|
2015
Q1 | $895K | Hold |
16,454
| – | – | 0.83% | 38 |
|
|
2014
Q4 | $902K | Buy |
+16,454
| New | +$902K | 0.93% | 37 |
|