Peavine Capital’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 |
-7,289
| Closed | -$323K | – | 18 |
|
2016
Q3 | $323K | Hold |
7,289
| – | – | 0.16% | 11 |
|
2016
Q2 | $345K | Buy |
7,289
+666
| +10% | +$31.5K | 0.16% | 11 |
|
2016
Q1 | $320K | Sell |
6,623
-567
| -8% | -$27.4K | 0.15% | 11 |
|
2015
Q4 | $391K | Buy |
+7,190
| New | +$391K | 0.2% | 11 |
|