Windsor Financial Group’s Wells Fargo & Co. WFC.PRQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-116,650
| Closed | -$3.09M | – | 88 |
|
|
2015
Q1 | $3.09M | Buy |
116,650
+825
| +0.7% | +$21.9K | 1.39% | 36 |
|
|
2014
Q4 | $2.97M | Buy |
115,825
+1,200
| +1% | +$30.8K | 1.41% | 35 |
|
|
2014
Q3 | $2.94M | Sell |
114,625
-500
| -0.4% | -$12.8K | 1.41% | 38 |
|
|
2014
Q2 | $2.99M | Sell |
115,125
-150
| -0.1% | -$3.89K | 1.46% | 38 |
|
|
2014
Q1 | $2.87M | Buy |
115,275
+4,425
| +4% | +$110K | 1.45% | 36 |
|
|
2013
Q4 | $2.61M | Buy |
110,850
+5,750
| +5% | +$136K | 1.45% | 37 |
|
|
2013
Q3 | $2.51M | Buy |
+105,100
| New | +$2.51M | 1.51% | 35 |
|