Spectrum Advisory Services’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 | $439K | Hold |
9,072
| – | – | 0.17% | 113 |
|
|
2015
Q4 | $493K | Sell |
9,072
-1,733
| -16% | -$94.2K | 0.2% | 106 |
|
|
2015
Q3 | $555K | Sell |
10,805
-658
| -6% | -$33.8K | 0.23% | 103 |
|
|
2015
Q2 | $645K | Buy |
11,463
+80
| +0.7% | +$4.5K | 0.25% | 102 |
|
|
2015
Q1 | $619K | Buy |
11,383
+500
| +5% | +$27.2K | 0.22% | 106 |
|
|
2014
Q4 | $597K | Hold |
10,883
| – | – | 0.21% | 107 |
|
|
2014
Q3 | $565K | Hold |
10,883
| – | – | 0.2% | 113 |
|
|
2014
Q2 | $572K | Buy |
10,883
+265
| +2% | +$13.9K | 0.2% | 117 |
|
|
2014
Q1 | $528K | Sell |
10,618
-274
| -3% | -$13.6K | 0.19% | 116 |
|
|
2013
Q4 | $494K | Hold |
10,892
| – | – | 0.18% | 120 |
|
|
2013
Q3 | $450K | Hold |
10,892
| – | – | 0.17% | 122 |
|
|
2013
Q2 | $450K | Buy |
+10,892
| New | +$450K | 0.18% | 119 |
|