AAMA
Advanced Asset Management Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-59,840
| Closed | -$2.89M | – | 106 |
|
|
2019
Q1 | $2.89M | Buy |
59,840
+40
| +0.1% | +$1.93K | 1.03% | 24 |
|
|
2018
Q4 | $2.76M | Hold |
59,800
| – | – | 0.88% | 30 |
|
|
2018
Q3 | $3.14M | Hold |
59,800
| – | – | 1.14% | 15 |
|
|
2018
Q2 | $3.32M | Hold |
59,800
| – | – | 1.07% | 16 |
|
|
2018
Q1 | $3.13M | Hold |
59,800
| – | – | 1.04% | 19 |
|
|
2017
Q4 | $3.63M | Buy |
+59,800
| New | +$3.63M | 1.19% | 15 |
|