Atlas Private Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-198
| Closed | -$9K | – | 717 |
|
|
2021
Q3 | $9K | Sell |
198
-407
| -67% | -$18.5K | ﹤0.01% | 489 |
|
|
2021
Q2 | $27K | Sell |
605
-130
| -18% | -$5.8K | 0.01% | 308 |
|
|
2021
Q1 | $29K | Buy |
735
+14
| +2% | +$552 | 0.02% | 309 |
|
|
2020
Q4 | $22K | Sell |
721
-150
| -17% | -$4.58K | 0.01% | 323 |
|
|
2020
Q3 | $20K | Sell |
871
-1,200
| -58% | -$27.6K | 0.02% | 309 |
|
|
2020
Q2 | $53K | Buy |
+2,071
| New | +$53K | 0.05% | 197 |
|