NewFocus Financial Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-36,512
| Closed | -$1.62M | – | 61 |
|
|
2016
Q3 | $1.62M | Sell |
36,512
-1,012
| -3% | -$44.8K | 1.17% | 32 |
|
|
2016
Q2 | $1.78M | Buy |
37,524
+730
| +2% | +$34.6K | 1.31% | 31 |
|
|
2016
Q1 | $1.78M | Buy |
36,794
+747
| +2% | +$36.1K | 1.3% | 29 |
|
|
2015
Q4 | $1.96M | Buy |
36,047
+13,537
| +60% | +$736K | 1.36% | 29 |
|
|
2015
Q3 | $1.16M | Buy |
+22,510
| New | +$1.16M | 0.89% | 36 |
|