AWA
ARS Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,828
| Closed | -$583K | – | 112 |
|
|
2019
Q4 | $583K | Sell |
10,828
-120
| -1% | -$6.46K | 0.17% | 60 |
|
|
2019
Q3 | $552K | Sell |
10,948
-632
| -5% | -$31.9K | 0.18% | 58 |
|
|
2019
Q2 | $548K | Sell |
11,580
-2,371
| -17% | -$112K | 0.17% | 61 |
|
|
2019
Q1 | $674K | Buy |
13,951
+200
| +1% | +$9.66K | 0.22% | 57 |
|
|
2018
Q4 | $634K | Sell |
13,751
-3,283
| -19% | -$151K | 0.23% | 57 |
|
|
2018
Q3 | $895K | Sell |
17,034
-1,312
| -7% | -$68.9K | 0.3% | 49 |
|
|
2018
Q2 | $1.02M | Sell |
18,346
-323
| -2% | -$17.9K | 0.37% | 43 |
|
|
2018
Q1 | $978K | Sell |
18,669
-492
| -3% | -$25.8K | 0.36% | 44 |
|
|
2017
Q4 | $1.16M | Sell |
19,161
-1,198
| -6% | -$72.7K | 0.43% | 40 |
|
|
2017
Q3 | $1.12M | Sell |
20,359
-30,256
| -60% | -$1.67M | 0.44% | 46 |
|
|
2017
Q2 | $2.81M | Sell |
50,615
-16,577
| -25% | -$919K | 1.13% | 17 |
|
|
2017
Q1 | $3.74M | Sell |
67,192
-11,734
| -15% | -$653K | 1.6% | 13 |
|
|
2016
Q4 | $4.35M | Sell |
78,926
-4,857
| -6% | -$268K | 1.95% | 11 |
|
|
2016
Q3 | $3.71M | Buy |
83,783
+8,145
| +11% | +$361K | 1.57% | 14 |
|
|
2016
Q2 | $3.58M | Buy |
75,638
+8,689
| +13% | +$411K | 1.52% | 14 |
|
|
2016
Q1 | $3.24M | Buy |
66,949
+8,088
| +14% | +$391K | 1.52% | 12 |
|
|
2015
Q4 | $3.2M | Buy |
58,861
+51,114
| +660% | +$2.78M | 1.65% | 10 |
|
|
2015
Q3 | $398K | Buy |
+7,747
| New | +$398K | 0.2% | 45 |
|