Biltmore Capital 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 | $236K | Buy |
4,921
+189
| +4% | +$9.06K | 0.04% | 129 |
|
|
2021
Q3 | $220K | Sell |
4,732
-17
| -0.4% | -$790 | 0.04% | 139 |
|
|
2021
Q2 | $215K | Buy |
+4,749
| New | +$215K | 0.04% | 119 |
|
|
2019
Q4 | – | Sell |
-24,190
| Closed | -$1.22M | – | 79 |
|
|
2019
Q3 | $1.22M | Buy |
24,190
+1,464
| +6% | +$73.8K | 0.32% | 33 |
|
|
2019
Q2 | $1.08M | Buy |
22,726
+9
| +0% | +$426 | 0.31% | 35 |
|
|
2019
Q1 | $1.1M | Buy |
+22,717
| New | +$1.1M | 0.36% | 34 |
|