Placemark Investments’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $35.3M | Sell |
643,077
-11,232
| -2% | -$616K | 0.62% | 21 |
|
|
2014
Q3 | $33.9M | Sell |
654,309
-5,605
| -0.8% | -$291K | 0.63% | 13 |
|
|
2014
Q2 | $34.7M | Sell |
659,914
-13,863
| -2% | -$729K | 0.62% | 16 |
|
|
2014
Q1 | $33.5M | Sell |
673,777
-268,208
| -28% | -$13.3M | 0.64% | 16 |
|
|
2013
Q4 | $42.8M | Buy |
941,985
+44,775
| +5% | +$2.03M | 0.7% | 19 |
|
|
2013
Q3 | $37.1M | Buy |
897,210
+185,154
| +26% | +$7.65M | 0.7% | 17 |
|
|
2013
Q2 | $29.4M | Buy |
+712,056
| New | +$29.4M | 0.63% | 15 |
|