Asset Planning Services (Pennsylvania)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-188
| Closed | -$9K | – | 257 |
|
|
2019
Q3 | $9K | Hold |
188
| – | – | ﹤0.01% | 212 |
|
|
2019
Q2 | $9K | Hold |
188
| – | – | ﹤0.01% | 204 |
|
|
2019
Q1 | $9K | Hold |
188
| – | – | ﹤0.01% | 204 |
|
|
2018
Q4 | $9K | Hold |
188
| – | – | ﹤0.01% | 205 |
|
|
2018
Q3 | $10K | Sell |
188
-278
| -60% | -$14.8K | ﹤0.01% | 206 |
|
|
2018
Q2 | $26K | Sell |
466
-153
| -25% | -$8.54K | 0.01% | 159 |
|
|
2018
Q1 | $32K | Sell |
619
-136
| -18% | -$7.03K | 0.02% | 153 |
|
|
2017
Q4 | $46K | Sell |
755
-217
| -22% | -$13.2K | 0.02% | 141 |
|
|
2017
Q3 | $54K | Buy |
972
+4
| +0.4% | +$222 | 0.03% | 136 |
|
|
2017
Q2 | $54K | Buy |
968
+103
| +12% | +$5.75K | 0.03% | 133 |
|
|
2017
Q1 | $48K | Buy |
865
+3
| +0.3% | +$166 | 0.03% | 144 |
|
|
2016
Q4 | $48K | Buy |
862
+3
| +0.3% | +$167 | 0.04% | 137 |
|
|
2016
Q3 | $38K | Buy |
859
+103
| +14% | +$4.56K | 0.03% | 142 |
|
|
2016
Q2 | $36K | Hold |
756
| – | – | 0.03% | 155 |
|
|
2016
Q1 | $37K | Hold |
756
| – | – | 0.03% | 149 |
|
|
2015
Q4 | $41K | Buy |
756
+2
| +0.3% | +$108 | 0.04% | 114 |
|
|
2015
Q3 | $39K | Buy |
754
+300
| +66% | +$15.5K | 0.04% | 108 |
|
|
2015
Q2 | $26K | Buy |
+454
| New | +$26K | 0.03% | 138 |
|