Northwestern Mutual Investment Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-150
| Closed | -$8K | – | 377 |
|
|
2015
Q3 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 53 |
|
|
2015
Q2 | – | Sell |
-40
| Closed | -$2K | – | 125 |
|
|
2015
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 61 |
|
|
2014
Q3 | – | Sell |
-309
| Closed | -$16K | – | 135 |
|
|
2014
Q2 | $16K | Buy |
+309
| New | +$16K | 0.01% | 36 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 143 |
|