TWM
Torch Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-33,895
| Closed | -$1.6M | – | 99 |
|
|
2016
Q2 | $1.6M | Sell |
33,895
-495
| -1% | -$23.4K | 1.17% | 30 |
|
|
2016
Q1 | $1.66M | Buy |
34,390
+356
| +1% | +$17.2K | 1.25% | 27 |
|
|
2015
Q4 | $1.85M | Buy |
34,034
+455
| +1% | +$24.7K | 1.35% | 27 |
|
|
2015
Q3 | $1.72M | Sell |
33,579
-47
| -0.1% | -$2.41K | 1.33% | 28 |
|
|
2015
Q2 | $1.89M | Buy |
33,626
+679
| +2% | +$38.2K | 1.31% | 26 |
|
|
2015
Q1 | $1.79M | Buy |
32,947
+19,703
| +149% | +$1.07M | 1.39% | 24 |
|
|
2014
Q4 | $726K | Buy |
13,244
+504
| +4% | +$27.6K | 0.56% | 54 |
|
|
2014
Q3 | $661K | Buy |
12,740
+3
| +0% | +$156 | 0.48% | 58 |
|
|
2014
Q2 | $669K | Buy |
12,737
+4
| +0% | +$210 | 0.45% | 57 |
|
|
2014
Q1 | $633K | Buy |
12,733
+3
| +0% | +$149 | 0.46% | 56 |
|
|
2013
Q4 | $578K | Buy |
+12,730
| New | +$578K | 0.44% | 59 |
|