Retirement Design & Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-5,932
| Closed | -$281K | – | 64 |
|
|
2016
Q2 | $281K | Buy |
5,932
+765
| +15% | +$36.2K | 0.18% | 61 |
|
|
2016
Q1 | $250K | Hold |
5,167
| – | – | 0.18% | 60 |
|
|
2015
Q4 | $281K | Hold |
5,167
| – | – | 0.16% | 63 |
|
|
2015
Q3 | $265K | Hold |
5,167
| – | – | 0.27% | 56 |
|
|
2015
Q2 | $291K | Sell |
5,167
-300
| -5% | -$16.9K | 0.25% | 61 |
|
|
2015
Q1 | $296K | Buy |
5,467
+70
| +1% | +$3.79K | 0.26% | 58 |
|
|
2014
Q4 | $296K | Buy |
+5,397
| New | +$296K | 0.22% | 63 |
|