Accel Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,503
| Closed | -$56.2K | – | 877 |
|
|
2023
Q1 | $56.2K | Sell |
1,503
-100
| -6% | -$3.74K | 0.02% | 450 |
|
|
2022
Q4 | $66.2K | Buy |
1,603
+122
| +8% | +$5.04K | 0.03% | 312 |
|
|
2022
Q3 | $64K | Sell |
1,481
-37
| -2% | -$1.6K | 0.03% | 324 |
|
|
2022
Q2 | $62K | Buy |
1,518
+203
| +15% | +$8.29K | 0.04% | 313 |
|
|
2022
Q1 | $64K | Buy |
1,315
+7
| +0.5% | +$341 | 0.03% | 324 |
|
|
2021
Q4 | $63K | Buy |
1,308
+245
| +23% | +$11.8K | 0.03% | 338 |
|
|
2021
Q3 | $49K | Sell |
1,063
-276
| -21% | -$12.7K | 0.03% | 330 |
|
|
2021
Q2 | $61K | Buy |
1,339
+2
| +0.1% | +$91 | 0.04% | 307 |
|
|
2021
Q1 | $52K | Sell |
1,337
-104
| -7% | -$4.05K | 0.04% | 306 |
|
|
2020
Q4 | $44K | Buy |
+1,441
| New | +$44K | 0.04% | 319 |
|