BFA
Benedict Financial Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,273
| Closed | -$284K | – | 103 |
|
|
2019
Q4 | $284K | Buy |
5,273
+553
| +12% | +$29.8K | 0.11% | 92 |
|
|
2019
Q3 | $238K | Sell |
4,720
-160
| -3% | -$8.07K | 0.1% | 95 |
|
|
2019
Q2 | $231K | Buy |
4,880
+13
| +0.3% | +$615 | 0.1% | 101 |
|
|
2019
Q1 | $235K | Buy |
4,867
+186
| +4% | +$8.98K | 0.1% | 100 |
|
|
2018
Q4 | $216K | Sell |
4,681
-65
| -1% | -$3K | 0.11% | 100 |
|
|
2018
Q3 | $249K | Buy |
4,746
+10
| +0.2% | +$525 | 0.11% | 99 |
|
|
2018
Q2 | $263K | Sell |
4,736
-333
| -7% | -$18.5K | 0.13% | 93 |
|
|
2018
Q1 | $266K | Sell |
5,069
-241
| -5% | -$12.6K | 0.13% | 91 |
|
|
2017
Q4 | $322K | Sell |
5,310
-828
| -13% | -$50.2K | 0.16% | 90 |
|
|
2017
Q3 | $338K | Sell |
6,138
-1,668
| -21% | -$91.9K | 0.17% | 88 |
|
|
2017
Q2 | $423K | Sell |
7,806
-4,076
| -34% | -$221K | 0.22% | 82 |
|
|
2017
Q1 | $661K | Sell |
11,882
-4,692
| -28% | -$261K | 0.36% | 70 |
|
|
2016
Q4 | $913K | Sell |
16,574
-4,909
| -23% | -$270K | 0.53% | 59 |
|
|
2016
Q3 | $942K | Sell |
21,483
-9,544
| -31% | -$418K | 0.55% | 54 |
|
|
2016
Q2 | $1.46M | Sell |
31,027
-2,817
| -8% | -$132K | 0.85% | 45 |
|
|
2016
Q1 | $1.64M | Buy |
33,844
+533
| +2% | +$25.8K | 1% | 39 |
|
|
2015
Q4 | $1.81M | Buy |
33,311
+168
| +0.5% | +$9.13K | 1.15% | 37 |
|
|
2015
Q3 | $1.7M | Buy |
33,143
+872
| +3% | +$44.8K | 1.18% | 36 |
|
|
2015
Q2 | $1.88M | Sell |
32,271
-135
| -0.4% | -$7.86K | 1.22% | 32 |
|
|
2015
Q1 | $1.77M | Buy |
32,406
+299
| +0.9% | +$16.3K | 1.14% | 36 |
|
|
2014
Q4 | $1.75M | Buy |
+32,107
| New | +$1.75M | 1.14% | 35 |
|