Strategic Capital Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | $144K | Sell |
2,748
-3,771
| -58% | -$198K | 0.04% | 152 |
|
|
2014
Q1 | $324K | Buy |
6,519
+4,027
| +162% | +$200K | 0.1% | 123 |
|
|
2013
Q4 | $113K | Sell |
2,492
-2,090
| -46% | -$94.8K | 0.09% | 130 |
|
|
2013
Q3 | $189K | Buy |
4,582
+1,208
| +36% | +$49.8K | 0.07% | 146 |
|
|
2013
Q2 | $139K | Buy |
+3,374
| New | +$139K | 0.07% | 137 |
|