Atlas Capital Advisors’s WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu WFC.PRO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,000
| Closed | -$26K | – | 962 |
|
2021
Q1 | $26K | Hold |
1,000
| – | – | 0.01% | 567 |
|
2020
Q4 | $26K | Buy |
+1,000
| New | +$26K | 0.01% | 519 |
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$23K | – | 750 |
|
2020
Q1 | $23K | Buy |
+1,000
| New | +$23K | 0.01% | 509 |
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$25.1K | – | 706 |
|
2019
Q2 | $25.1K | Hold |
1,000
| – | – | 0.01% | 541 |
|
2019
Q1 | $24.3K | Hold |
1,000
| – | – | 0.01% | 468 |
|
2018
Q4 | $21.8K | Hold |
1,000
| – | – | 0.01% | 461 |
|
2018
Q3 | $23.9K | Hold |
1,000
| – | – | 0.01% | 460 |
|
2018
Q2 | $24.5K | Hold |
1,000
| – | – | 0.01% | 431 |
|
2018
Q1 | $24.6K | Buy |
+1,000
| New | +$24.6K | 0.01% | 438 |
|