Roof Eidam Maycock Peralta (REMP)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,400
| Closed | -$206K | – | 96 |
|
|
2017
Q4 | $206K | Buy |
+3,400
| New | +$206K | 0.1% | 87 |
|
|
2017
Q2 | – | Sell |
-3,800
| Closed | -$212K | – | 88 |
|
|
2017
Q1 | $212K | Hold |
3,800
| – | – | 0.11% | 78 |
|
|
2016
Q4 | $209K | Buy |
+3,800
| New | +$209K | 0.11% | 80 |
|
|
2016
Q2 | – | Sell |
-4,685
| Closed | -$227K | – | 92 |
|
|
2016
Q1 | $227K | Sell |
4,685
-25,415
| -84% | -$1.23M | 0.16% | 81 |
|
|
2015
Q4 | $1.64M | Sell |
30,100
-530
| -2% | -$28.8K | 1.3% | 18 |
|
|
2015
Q3 | $1.57M | Hold |
30,630
| – | – | 1.47% | 17 |
|
|
2015
Q2 | $1.72M | Sell |
30,630
-80
| -0.3% | -$4.5K | 1.42% | 16 |
|
|
2015
Q1 | $1.67M | Sell |
30,710
-2,070
| -6% | -$113K | 1.35% | 18 |
|
|
2014
Q4 | $1.8M | Buy |
+32,780
| New | +$1.8M | 1.52% | 17 |
|