CWM
Cedar Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-250
| Closed | -$10.3K | – | 315 |
|
|
2022
Q4 | $10.3K | Hold |
250
| – | – | 0.01% | 227 |
|
|
2022
Q3 | $10K | Hold |
250
| – | – | 0.01% | 258 |
|
|
2022
Q2 | $10K | Hold |
250
| – | – | ﹤0.01% | 266 |
|
|
2022
Q1 | $12K | Hold |
250
| – | – | ﹤0.01% | 285 |
|
|
2021
Q4 | $12K | Buy |
+250
| New | +$12K | ﹤0.01% | 280 |
|
|
2019
Q2 | – | Sell |
-2,410
| Closed | -$116K | – | 174 |
|
|
2019
Q1 | $116K | Sell |
2,410
-770
| -24% | -$37.1K | 0.07% | 80 |
|
|
2018
Q4 | $147K | Sell |
3,180
-65
| -2% | -$3.01K | 0.11% | 64 |
|
|
2018
Q3 | $171K | Sell |
3,245
-8
| -0.2% | -$422 | 0.09% | 64 |
|
|
2018
Q2 | $180K | Sell |
3,253
-30
| -0.9% | -$1.66K | 0.1% | 55 |
|
|
2018
Q1 | $172K | Buy |
3,283
+30
| +0.9% | +$1.57K | 0.11% | 60 |
|
|
2017
Q4 | $197K | Buy |
3,253
+25
| +0.8% | +$1.51K | 0.12% | 52 |
|
|
2017
Q3 | $178K | Sell |
3,228
-215
| -6% | -$11.9K | 0.11% | 60 |
|
|
2017
Q2 | $191K | Sell |
3,443
-211
| -6% | -$11.7K | 0.12% | 53 |
|
|
2017
Q1 | $203K | Buy |
3,654
+193
| +6% | +$10.7K | 0.12% | 51 |
|
|
2016
Q4 | $191K | Hold |
3,461
| – | – | 0.13% | 51 |
|
|
2016
Q3 | $153K | Buy |
3,461
+185
| +6% | +$8.18K | 0.11% | 44 |
|
|
2016
Q2 | $155K | Buy |
3,276
+1,059
| +48% | +$50.1K | 0.1% | 51 |
|
|
2016
Q1 | $107K | Buy |
2,217
+1,985
| +856% | +$95.8K | 0.07% | 47 |
|
|
2015
Q4 | $13K | Buy |
+232
| New | +$13K | 0.01% | 23 |
|