SFPIA
Stevens First Principles Investment Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-200
| Closed | -$11K | – | 184 |
|
|
2015
Q4 | $11K | Sell |
200
-1,900
| -90% | -$105K | 0.01% | 152 |
|
|
2015
Q3 | $108K | Sell |
2,100
-900
| -30% | -$46.3K | 0.09% | 90 |
|
|
2015
Q2 | $169K | Sell |
3,000
-500
| -14% | -$28.2K | 0.11% | 85 |
|
|
2015
Q1 | $190K | Buy |
+3,500
| New | +$190K | 0.12% | 79 |
|
|
2013
Q3 | – | Sell |
-3,400
| Closed | -$140K | – | 237 |
|
|
2013
Q2 | $140K | Buy |
+3,400
| New | +$140K | 0.1% | 81 |
|