BKA
WFC.PRO
Brick & Kyle Associates’s WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu WFC.PRO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-18,841
| Closed | -$487K | – | 62 |
|
2021
Q2 | $487K | Sell |
18,841
-120
| -0.6% | -$3.1K | 0.25% | 51 |
|
2021
Q1 | $490K | Hold |
18,961
| – | – | 0.27% | 52 |
|
2020
Q4 | $489K | Sell |
18,961
-702
| -4% | -$18.1K | 0.31% | 50 |
|
2020
Q3 | $501K | Hold |
19,663
| – | – | 0.35% | 47 |
|
2020
Q2 | $486K | Buy |
19,663
+1,000
| +5% | +$24.7K | 0.36% | 47 |
|
2020
Q1 | $427K | Buy |
+18,663
| New | +$427K | 0.4% | 49 |
|