Parasol Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $56K | Hold |
1,000
| – | – | 0.09% | 56 |
|
|
2016
Q4 | $55K | Sell |
1,000
-840
| -46% | -$46.2K | 0.06% | 96 |
|
|
2016
Q3 | $81K | Buy |
1,840
+250
| +16% | +$11K | 0.08% | 82 |
|
|
2016
Q2 | $75K | Hold |
1,590
| – | – | 0.08% | 84 |
|
|
2016
Q1 | $77K | Hold |
1,590
| – | – | 0.08% | 78 |
|
|
2015
Q4 | $86K | Buy |
1,590
+100
| +7% | +$5.41K | 0.08% | 69 |
|
|
2015
Q3 | $77K | Sell |
1,490
-1,107
| -43% | -$57.2K | 0.07% | 74 |
|
|
2015
Q2 | $146K | Buy |
2,597
+1,000
| +63% | +$56.2K | 0.1% | 68 |
|
|
2015
Q1 | $87K | Hold |
1,597
| – | – | 0.05% | 83 |
|
|
2014
Q4 | $88K | Hold |
1,597
| – | – | 0.06% | 89 |
|
|
2014
Q3 | $83K | Buy |
1,597
+289
| +22% | +$15K | 0.06% | 80 |
|
|
2014
Q2 | $69K | Buy |
1,308
+362
| +38% | +$19.1K | 0.05% | 88 |
|
|
2014
Q1 | $47K | Hold |
946
| – | – | 0.03% | 95 |
|
|
2013
Q4 | $43K | Buy |
+946
| New | +$43K | 0.03% | 93 |
|