Atlas Private Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-995
| Closed | -$39K | – | 385 |
|
|
2021
Q1 | $39K | Hold |
995
| – | – | 0.02% | 211 |
|
|
2020
Q4 | $30K | Buy |
995
+1
| +0.1% | +$30 | 0.02% | 235 |
|
|
2020
Q3 | $23K | Sell |
994
-357
| -26% | -$8.26K | 0.02% | 242 |
|
|
2020
Q2 | $35K | Sell |
1,351
-242
| -15% | -$6.27K | 0.03% | 219 |
|
|
2020
Q1 | $46K | Buy |
1,593
+320
| +25% | +$9.24K | 0.04% | 189 |
|
|
2019
Q4 | $68K | Buy |
+1,273
| New | +$68K | 0.05% | 184 |
|