Camarda Financial Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-691
| Closed | -$33K | – | 460 |
|
|
2019
Q2 | $33K | Hold |
691
| – | – | 0.06% | 98 |
|
|
2019
Q1 | $33K | Buy |
691
+76
| +12% | +$3.63K | 0.06% | 100 |
|
|
2018
Q4 | $28K | Sell |
615
-333
| -35% | -$15.2K | 0.03% | 103 |
|
|
2018
Q3 | $50K | Buy |
948
+190
| +25% | +$10K | 0.06% | 111 |
|
|
2018
Q2 | $42K | Hold |
758
| – | – | 0.04% | 116 |
|
|
2018
Q1 | $40K | Hold |
758
| – | – | 0.04% | 109 |
|
|
2017
Q4 | $46K | Sell |
758
-247
| -25% | -$15K | 0.06% | 110 |
|
|
2017
Q3 | $55K | Hold |
1,005
| – | – | 0.06% | 109 |
|
|
2017
Q2 | $56K | Buy |
1,005
+224
| +29% | +$12.5K | 0.06% | 107 |
|
|
2017
Q1 | $43K | Sell |
781
-863
| -52% | -$47.5K | 0.04% | 113 |
|
|
2016
Q4 | $91K | Buy |
1,644
+752
| +84% | +$41.6K | 0.06% | 105 |
|
|
2016
Q3 | $39K | Sell |
892
-499
| -36% | -$21.8K | 0.02% | 125 |
|
|
2016
Q2 | $66K | Buy |
1,391
+581
| +72% | +$27.6K | 0.04% | 122 |
|
|
2016
Q1 | $39K | Buy |
810
+422
| +109% | +$20.3K | 0.02% | 145 |
|
|
2015
Q4 | $21K | Hold |
388
| – | – | 0.01% | 178 |
|
|
2015
Q3 | $20K | Hold |
388
| – | – | 0.01% | 127 |
|
|
2015
Q2 | $22K | Sell |
388
-28
| -7% | -$1.59K | 0.01% | 159 |
|
|
2015
Q1 | $23K | Sell |
416
-4
| -1% | -$221 | 0.01% | 174 |
|
|
2014
Q4 | $23K | Buy |
420
+392
| +1,400% | +$21.5K | 0.01% | 186 |
|
|
2014
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 208 |
|
|
2014
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 212 |
|
|
2014
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 196 |
|
|
2013
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 178 |
|
|
2013
Q3 | – | Sell |
-62
| Closed | -$3K | – | 249 |
|
|
2013
Q2 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 243 |
|