AWS
Arkfeld Wealth Strategies’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-73,028
| Closed | -$2.98M | – | 79 |
|
|
2021
Q1 | $2.98M | Sell |
73,028
-20,796
| -22% | -$848K | 1.9% | 18 |
|
|
2020
Q4 | $3.12M | Sell |
93,824
-4,998
| -5% | -$166K | 2.4% | 16 |
|
|
2020
Q3 | $2.37M | Buy |
98,822
+15,357
| +18% | +$368K | 2.24% | 18 |
|
|
2020
Q2 | $2.14M | Buy |
83,465
+10,587
| +15% | +$271K | 2.38% | 15 |
|
|
2020
Q1 | $2.09M | Buy |
+72,878
| New | +$2.09M | 2.8% | 12 |
|