Reliance Trust’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-41,676
| Closed | -$2.29M | – | 131 |
|
|
2014
Q4 | $2.29M | Buy |
41,676
+300
| +0.7% | +$16.4K | 2.66% | 3 |
|
|
2014
Q3 | $2.15M | Sell |
41,376
-27,096
| -40% | -$1.41M | 2.48% | 4 |
|
|
2014
Q2 | $3.6M | Sell |
68,472
-1,130
| -2% | -$59.4K | 4.04% | 1 |
|
|
2014
Q1 | $3.46M | Sell |
69,602
-1,316
| -2% | -$65.5K | 3.38% | 1 |
|
|
2013
Q4 | $3.22M | Sell |
70,918
-345
| -0.5% | -$15.7K | 3.06% | 2 |
|
|
2013
Q3 | $2.95M | Sell |
71,263
-108,328
| -60% | -$4.48M | 2.88% | 3 |
|
|
2013
Q2 | $7.41M | Buy |
+179,591
| New | +$7.41M | 4.86% | 1 |
|