SAM
WFC.PRO
SignalPoint Asset Management’s WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu WFC.PRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-22,840
| Closed | -$525K | – | 218 |
|
|
2016
Q4 | $525K | Buy |
22,840
+8,000
| +54% | +$184K | 0.14% | 138 |
|
|
2016
Q3 | $373K | Hold |
14,840
| – | – | 0.1% | 162 |
|
|
2016
Q2 | $384K | Hold |
14,840
| – | – | 0.16% | 145 |
|
|
2016
Q1 | $378K | Hold |
14,840
| – | – | 0.16% | 133 |
|
|
2015
Q4 | $375K | Buy |
14,840
+1,700
| +13% | +$43K | 0.16% | 112 |
|
|
2015
Q3 | $316K | Buy |
13,140
+400
| +3% | +$9.62K | 0.14% | 121 |
|
|
2015
Q2 | $308K | Hold |
12,740
| – | – | 0.13% | 134 |
|
|
2015
Q1 | $308K | Buy |
+12,740
| New | +$308K | 0.13% | 134 |
|