QCM Cayman’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-37,952
| Closed | -$2.11M | – | 289 |
|
2017
Q1 | $2.11M | Buy |
+37,952
| New | +$2.11M | 0.4% | 6 |
|
2016
Q3 | – | Sell |
-6,250
| Closed | -$296K | – | 309 |
|
2016
Q2 | $296K | Buy |
+6,250
| New | +$296K | 0.13% | 95 |
|
2015
Q1 | – | Sell |
-4,588
| Closed | -$252K | – | 225 |
|
2014
Q4 | $252K | Buy |
+4,588
| New | +$252K | 0.1% | 99 |
|
2014
Q3 | – | Sell |
-4,739
| Closed | -$249K | – | 201 |
|
2014
Q2 | $249K | Buy |
+4,739
| New | +$249K | 0.12% | 81 |
|
2013
Q4 | – | Sell |
-5,122
| Closed | -$212K | – | 99 |
|
2013
Q3 | $212K | Buy |
+5,122
| New | +$212K | 0.13% | 54 |
|