TBP Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-8,920
| Closed | -$463K | – | 56 |
|
|
2014
Q3 | $463K | Sell |
8,920
-500
| -5% | -$26K | 0.27% | 43 |
|
|
2014
Q2 | $495K | Hold |
9,420
| – | – | 0.29% | 41 |
|
|
2014
Q1 | $469K | Hold |
9,420
| – | – | 0.29% | 41 |
|
|
2013
Q4 | $428K | Hold |
9,420
| – | – | 0.27% | 42 |
|
|
2013
Q3 | $389K | Sell |
9,420
-4,000
| -30% | -$165K | 0.27% | 43 |
|
|
2013
Q2 | $554K | Buy |
+13,420
| New | +$554K | 0.38% | 42 |
|