Reilly Financial Advisors’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-400
| Closed | -$11K | – | 913 |
|
|
2016
Q1 | $11K | Hold |
400
| – | – | ﹤0.01% | 565 |
|
|
2015
Q4 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 578 |
|
|
2014
Q2 | – | Sell |
-700
| Closed | -$20K | – | 912 |
|
|
2014
Q1 | $20K | Hold |
700
| – | – | ﹤0.01% | 438 |
|
|
2013
Q4 | $20K | Hold |
700
| – | – | ﹤0.01% | 412 |
|
|
2013
Q3 | $20K | Sell |
700
-500
| -42% | -$14.3K | 0.01% | 355 |
|
|
2013
Q2 | $35K | Buy |
+1,200
| New | +$35K | 0.01% | 275 |
|