BPWA
Beacon Pointe Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.09M | Sell |
20,219
-3,070
| -13% | -$165K | 0.2% | 96 |
|
|
2019
Q3 | $1.18M | Sell |
23,289
-1,995
| -8% | -$101K | 0.25% | 88 |
|
|
2019
Q2 | $1.2M | Sell |
25,284
-839
| -3% | -$39.7K | 0.25% | 84 |
|
|
2019
Q1 | $1.26M | Buy |
26,123
+2,794
| +12% | +$135K | 0.29% | 74 |
|
|
2018
Q4 | $1.08M | Buy |
+23,329
| New | +$1.08M | 0.39% | 64 |
|