Noesis Capital Mangement’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,665
| Closed | -$258K | – | 105 |
|
|
2017
Q2 | $258K | Sell |
4,665
-51
| -1% | -$2.82K | 0.1% | 83 |
|
|
2017
Q1 | $262K | Buy |
4,716
+800
| +20% | +$44.4K | 0.1% | 85 |
|
|
2016
Q4 | $216K | Buy |
+3,916
| New | +$216K | 0.09% | 85 |
|
|
2016
Q3 | – | Sell |
-5,217
| Closed | -$247K | – | 87 |
|
|
2016
Q2 | $247K | Buy |
5,217
+422
| +9% | +$20K | 0.11% | 79 |
|
|
2016
Q1 | $232K | Buy |
4,795
+200
| +4% | +$9.68K | 0.11% | 79 |
|
|
2015
Q4 | $250K | Buy |
4,595
+381
| +9% | +$20.7K | 0.12% | 78 |
|
|
2015
Q3 | $216K | Hold |
4,214
| – | – | 0.11% | 76 |
|
|
2015
Q2 | $237K | Sell |
4,214
-441
| -9% | -$24.8K | 0.1% | 102 |
|
|
2015
Q1 | $253K | Buy |
+4,655
| New | +$253K | 0.1% | 106 |
|