Wells Fargo’s EXCEL TRUST , INC COM STK EXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-25,696
| Closed | -$405K | – | 6402 |
|
|
2015
Q2 | $405K | Sell |
25,696
-58,329
| -69% | -$919K | ﹤0.01% | 4114 |
|
|
2015
Q1 | $1.18M | Buy |
84,025
+49,197
| +141% | +$690K | ﹤0.01% | 3370 |
|
|
2014
Q4 | $466K | Buy |
34,828
+12,780
| +58% | +$171K | ﹤0.01% | 3901 |
|
|
2014
Q3 | $259K | Buy |
22,048
+1,383
| +7% | +$16.2K | ﹤0.01% | 4164 |
|
|
2014
Q2 | $276K | Buy |
20,665
+1,775
| +9% | +$23.7K | ﹤0.01% | 4148 |
|
|
2014
Q1 | $240K | Buy |
18,890
+2,978
| +19% | +$37.8K | ﹤0.01% | 4187 |
|
|
2013
Q4 | $181K | Sell |
15,912
-143
| -0.9% | -$1.63K | ﹤0.01% | 4227 |
|
|
2013
Q3 | $193K | Buy |
16,055
+15,219
| +1,820% | +$183K | ﹤0.01% | 4183 |
|
|
2013
Q2 | $11K | Buy |
+836
| New | +$11K | ﹤0.01% | 4943 |
|