National Penn Investors Trust’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 | $3.42M | Sell |
70,645
-671
| -0.9% | -$32.5K | 0.4% | 62 |
|
|
2015
Q4 | $3.88M | Buy |
71,316
+1,481
| +2% | +$80.5K | 0.44% | 52 |
|
|
2015
Q3 | $3.59M | Buy |
69,835
+3,505
| +5% | +$180K | 0.41% | 59 |
|
|
2015
Q2 | $3.73M | Buy |
66,330
+741
| +1% | +$41.7K | 0.4% | 56 |
|
|
2015
Q1 | $3.57M | Buy |
65,589
+1,397
| +2% | +$76K | 0.38% | 60 |
|
|
2014
Q4 | $3.52M | Buy |
64,192
+56,356
| +719% | +$3.09M | 0.4% | 55 |
|
|
2014
Q3 | $407K | Sell |
7,836
-393
| -5% | -$20.4K | 0.05% | 133 |
|
|
2014
Q2 | $432K | Sell |
8,229
-31
| -0.4% | -$1.63K | 0.05% | 135 |
|
|
2014
Q1 | $411K | Sell |
8,260
-278
| -3% | -$13.8K | 0.05% | 143 |
|
|
2013
Q4 | $388K | Buy |
8,538
+357
| +4% | +$16.2K | 0.04% | 161 |
|
|
2013
Q3 | $338K | Sell |
8,181
-25
| -0.3% | -$1.03K | 0.04% | 164 |
|
|
2013
Q2 | $339K | Buy |
+8,206
| New | +$339K | 0.04% | 160 |
|