Tiedemann Trust’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $415K | Hold |
8,767
| – | – | 0.08% | 49 |
|
|
2016
Q1 | $424K | Buy |
8,767
+1,500
| +21% | +$72.5K | 0.07% | 52 |
|
|
2015
Q4 | $395K | Hold |
7,267
| – | – | 0.06% | 57 |
|
|
2015
Q3 | $373K | Hold |
7,267
| – | – | 0.03% | 46 |
|
|
2015
Q2 | $409K | Sell |
7,267
-84
| -1% | -$4.73K | 0.03% | 54 |
|
|
2015
Q1 | $400K | Buy |
7,351
+3
| +0% | +$163 | 0.04% | 46 |
|
|
2014
Q4 | $402K | Hold |
7,348
| – | – | 0.03% | 51 |
|
|
2014
Q3 | $381K | Buy |
7,348
+81
| +1% | +$4.2K | 0.03% | 68 |
|
|
2014
Q2 | $381K | Sell |
7,267
-842
| -10% | -$44.1K | 0.04% | 72 |
|
|
2014
Q1 | $403 | Sell |
8,109
-1
| -0% | – | 0.04% | 70 |
|
|
2013
Q4 | $368K | Buy |
8,110
+1,473
| +22% | +$66.8K | 0.06% | 65 |
|
|
2013
Q3 | $274K | Sell |
6,637
-15,000
| -69% | -$619K | 0.05% | 57 |
|
|
2013
Q2 | $892K | Buy |
+21,637
| New | +$892K | 0.15% | 48 |
|