Wells Fargo’s ISHARES TARGET DATE 2020 ETF TZG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-700
| Closed | -$28K | – | 6405 |
|
|
2014
Q3 | $28K | Sell |
700
-2,751
| -80% | -$110K | ﹤0.01% | 5015 |
|
|
2014
Q2 | $142K | Sell |
3,451
-299
| -8% | -$12.3K | ﹤0.01% | 4438 |
|
|
2014
Q1 | $150K | Sell |
3,750
-1,100
| -23% | -$44K | ﹤0.01% | 4387 |
|
|
2013
Q4 | $191K | Buy |
4,850
+1,030
| +27% | +$40.6K | ﹤0.01% | 4214 |
|
|
2013
Q3 | $145K | Buy |
3,820
+2,020
| +112% | +$76.7K | ﹤0.01% | 4300 |
|
|
2013
Q2 | $66K | Buy |
+1,800
| New | +$66K | ﹤0.01% | 4481 |
|