Reynolds Capital 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
Q1 | – | Sell |
-4,100
| Closed | -$223K | – | 165 |
|
|
2015
Q4 | $223K | Buy |
+4,100
| New | +$223K | 0.24% | 120 |
|
|
2015
Q1 | – | Sell |
-8,300
| Closed | -$455K | – | 281 |
|
|
2014
Q4 | $455K | Buy |
8,300
+3,700
| +80% | +$203K | 0.38% | 88 |
|
|
2014
Q3 | $239K | Buy |
4,600
+500
| +12% | +$26K | 0.23% | 171 |
|
|
2014
Q2 | $215K | Buy |
+4,100
| New | +$215K | 0.15% | 300 |
|
|
2013
Q3 | – | Sell |
-5,700
| Closed | -$236K | – | 469 |
|
|
2013
Q2 | $236K | Buy |
+5,700
| New | +$236K | 0.17% | 263 |
|