Reilly Financial Advisors’s WELLS FARGO & COMPANY SERIES T WFC.PRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-3,200
| Closed | -$85K | – | 886 |
|
|
2016
Q1 | $85K | Buy |
3,200
+200
| +7% | +$5.31K | 0.01% | 228 |
|
|
2015
Q4 | $80K | Hold |
3,000
| – | – | 0.01% | 242 |
|
|
2015
Q3 | $76K | Hold |
3,000
| – | – | 0.01% | 302 |
|
|
2015
Q2 | $76K | Hold |
3,000
| – | – | 0.01% | 341 |
|
|
2015
Q1 | $78K | Buy |
+3,000
| New | +$78K | 0.01% | 317 |
|