STALEY CAPITAL ADVISERS’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 |
-3,690
| Closed | -$201K | – | 138 |
|
|
2015
Q4 | $201K | Buy |
+3,690
| New | +$201K | 0.02% | 117 |
|
|
2015
Q3 | – | Sell |
-5,251
| Closed | -$295K | – | 135 |
|
|
2015
Q2 | $295K | Hold |
5,251
| – | – | 0.03% | 105 |
|
|
2015
Q1 | $286K | Hold |
5,251
| – | – | 0.03% | 103 |
|
|
2014
Q4 | $288K | Hold |
5,251
| – | – | 0.03% | 99 |
|
|
2014
Q3 | $272K | Buy |
+5,251
| New | +$272K | 0.03% | 107 |
|
|
2014
Q2 | – | Sell |
-4,736
| Closed | -$236K | – | 136 |
|
|
2014
Q1 | $236K | Hold |
4,736
| – | – | 0.03% | 116 |
|
|
2013
Q4 | $215K | Buy |
+4,736
| New | +$215K | 0.03% | 117 |
|