Wells Fargo’s PRECIDIAN INVESTMENTS MAXIS NIKKEI 225 INDEX NKY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-3,553
| Closed | -$66K | – | 6295 |
|
2015
Q4 | $66K | Buy |
3,553
+1,853
| +109% | +$34.4K | ﹤0.01% | 4979 |
|
2015
Q3 | $30K | Sell |
1,700
-4,088
| -71% | -$72.1K | ﹤0.01% | 5192 |
|
2015
Q2 | $113K | Buy |
5,788
+5,787
| +578,700% | +$113K | ﹤0.01% | 4828 |
|
2015
Q1 | $0 | Sell |
1
-2,499
| -100% | – | ﹤0.01% | 6237 |
|
2014
Q4 | $43K | Sell |
2,500
-900
| -26% | -$15.5K | ﹤0.01% | 4883 |
|
2014
Q3 | $60K | Sell |
3,400
-1,101
| -24% | -$19.4K | ﹤0.01% | 4743 |
|
2014
Q2 | $80K | Sell |
4,501
-199
| -4% | -$3.54K | ﹤0.01% | 4663 |
|
2014
Q1 | $80K | Buy |
+4,700
| New | +$80K | ﹤0.01% | 4656 |
|
2013
Q4 | – | Hold |
0
| – | – | – | 5902 |
|
2013
Q3 | – | Sell |
-1,030
| Closed | -$17K | – | 5836 |
|
2013
Q2 | $17K | Buy |
+1,030
| New | +$17K | ﹤0.01% | 4826 |
|