Winifred I. Li’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $794K | Sell |
14,479
-381
| -3% | -$20.9K | 0.75% | 40 |
|
|
2014
Q3 | $771K | Sell |
14,860
-6,760
| -31% | -$351K | 0.74% | 36 |
|
|
2014
Q2 | $1.14M | Sell |
21,620
-1,160
| -5% | -$61K | 0.97% | 22 |
|
|
2014
Q1 | $1.13M | Sell |
22,780
-41
| -0.2% | -$2.04K | 0.98% | 18 |
|
|
2013
Q4 | $1.04M | Sell |
22,821
-450
| -2% | -$20.4K | 0.89% | 25 |
|
|
2013
Q3 | $961K | Sell |
23,271
-399
| -2% | -$16.5K | 0.89% | 25 |
|
|
2013
Q2 | $977K | Buy |
+23,670
| New | +$977K | 0.91% | 22 |
|