Advocacy Wealth Management Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-25
| Closed | -$1K | – | 207 |
|
|
2022
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 182 |
|
|
2021
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 179 |
|
|
2021
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 172 |
|
|
2021
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 187 |
|
|
2016
Q2 | – | Sell |
-18
| Closed | -$1K | – | 466 |
|
|
2016
Q1 | $1K | Sell |
18
-362
| -95% | -$20.1K | ﹤0.01% | 485 |
|
|
2015
Q4 | $21K | Buy |
+380
| New | +$21K | 0.02% | 263 |
|
|
2013
Q3 | $105K | Buy |
2,500
+2,000
| +400% | +$84K | 0.29% | 64 |
|
|
2013
Q2 | $21K | Buy |
+500
| New | +$21K | 0.08% | 139 |
|