ZA
Zweig Advisers’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-218,000
| Closed | -$10.5M | – | 68 |
|
|
2016
Q2 | $10.5M | Sell |
218,000
-14,000
| -6% | -$672K | 1.78% | 12 |
|
|
2016
Q1 | $11.2M | Hold |
232,000
| – | – | 1.88% | 19 |
|
|
2015
Q4 | $12.6M | Hold |
232,000
| – | – | 2.1% | 6 |
|
|
2015
Q3 | $11.9M | Buy |
232,000
+174,000
| +300% | +$8.93M | 2.06% | 6 |
|
|
2015
Q2 | $3.26M | Buy |
+58,000
| New | +$3.26M | 0.5% | 58 |
|