Wells Fargo’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-14,011
| Closed | -$45K | – | 6281 |
|
|
2016
Q3 | $45K | Buy |
14,011
+23
| +0.2% | +$74 | ﹤0.01% | 5091 |
|
|
2016
Q2 | $45K | Buy |
13,988
+1,772
| +15% | +$5.7K | ﹤0.01% | 5026 |
|
|
2016
Q1 | $39K | Sell |
12,216
-4,012
| -25% | -$12.8K | ﹤0.01% | 5112 |
|
|
2015
Q4 | $179K | Buy |
16,228
+5,523
| +52% | +$60.9K | ﹤0.01% | 4373 |
|
|
2015
Q3 | $188K | Buy |
10,705
+2,868
| +37% | +$50.4K | ﹤0.01% | 4352 |
|
|
2015
Q2 | $137K | Buy |
7,837
+5,803
| +285% | +$101K | ﹤0.01% | 4674 |
|
|
2015
Q1 | $35K | Sell |
2,034
-1,667
| -45% | -$28.7K | ﹤0.01% | 4971 |
|
|
2014
Q4 | $68K | Buy |
+3,701
| New | +$68K | ﹤0.01% | 4730 |
|
|
2014
Q3 | – | Sell |
-16,830
| Closed | -$328K | – | 6389 |
|
|
2014
Q2 | $328K | Buy |
+16,830
| New | +$328K | ﹤0.01% | 4062 |
|