Wilson Kemp & Associates’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-7,000
| Closed | -$368K | – | 51 |
|
|
2014
Q2 | $368K | Sell |
7,000
-2,400
| -26% | -$126K | 1.32% | 34 |
|
|
2014
Q1 | $468K | Hold |
9,400
| – | – | 1.22% | 31 |
|
|
2013
Q4 | $427K | Buy |
9,400
+700
| +8% | +$31.8K | 0.82% | 44 |
|
|
2013
Q3 | $359K | Sell |
8,700
-16,686
| -66% | -$689K | 0.79% | 43 |
|
|
2013
Q2 | $1.05M | Buy |
+25,386
| New | +$1.05M | 1% | 32 |
|