Westport Resources Management’s WELLS FARGO & COMPANY SERIES T WFC.PRT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | $115K | Sell |
4,300
-1,450
| -25% | -$38.8K | 0.08% | 205 |
|
2016
Q2 | $155K | Buy |
5,750
+1,900
| +49% | +$51.2K | 0.05% | 257 |
|
2016
Q1 | $102K | Buy |
3,850
+600
| +18% | +$15.9K | 0.03% | 317 |
|
2015
Q4 | $87K | Buy |
3,250
+700
| +27% | +$18.7K | 0.03% | 377 |
|
2015
Q3 | $65K | Buy |
+2,550
| New | +$65K | 0.02% | 424 |
|