Taylor Wealth Management Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-20
| Closed | -$1K | – | 171 |
|
|
2016
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 154 |
|
|
2016
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 142 |
|
|
2016
Q1 | $1K | Sell |
20
-1,900
| -99% | -$95K | ﹤0.01% | 142 |
|
|
2015
Q4 | $104K | Hold |
1,920
| – | – | 0.04% | 60 |
|
|
2015
Q3 | $99K | Hold |
1,920
| – | – | 0.05% | 57 |
|
|
2015
Q2 | $108K | Buy |
+1,920
| New | +$108K | 0.03% | 66 |
|