MYCIO Wealth Partners’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-500
| Closed | -$14K | – | 788 |
|
|
2016
Q3 | $14K | Sell |
500
-37
| -7% | -$1.04K | ﹤0.01% | 528 |
|
|
2016
Q2 | $15K | Buy |
537
+17
| +3% | +$475 | ﹤0.01% | 509 |
|
|
2016
Q1 | $15K | Buy |
520
+20
| +4% | +$577 | ﹤0.01% | 479 |
|
|
2015
Q4 | $14K | Sell |
500
-208
| -29% | -$5.82K | ﹤0.01% | 497 |
|
|
2015
Q3 | $20K | Buy |
708
+208
| +42% | +$5.88K | ﹤0.01% | 454 |
|
|
2015
Q2 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 484 |
|