Tirschwell & Loewy’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-28,750
| Closed | -$1.6M | – | 76 |
|
|
2017
Q1 | $1.6M | Sell |
28,750
-85,950
| -75% | -$4.78M | 0.26% | 53 |
|
|
2016
Q4 | $6.32M | Sell |
114,700
-64,600
| -36% | -$3.56M | 1.13% | 32 |
|
|
2016
Q3 | $7.94M | Buy |
179,300
+17,375
| +11% | +$769K | 1.32% | 32 |
|
|
2016
Q2 | $7.66M | Buy |
161,925
+87,000
| +116% | +$4.12M | 1.34% | 30 |
|
|
2016
Q1 | $3.62M | Buy |
+74,925
| New | +$3.62M | 0.63% | 39 |
|