Centric Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-16,752
| Closed | -$654K | – | 198 |
|
|
2021
Q1 | $654K | Buy |
16,752
+15,003
| +858% | +$586K | 0.19% | 120 |
|
|
2020
Q4 | $53K | Buy |
+1,749
| New | +$53K | 0.02% | 187 |
|
|
2020
Q3 | – | Sell |
-16,638
| Closed | -$426K | – | 156 |
|
|
2020
Q2 | $426K | Buy |
+16,638
| New | +$426K | 0.22% | 89 |
|
|
2019
Q1 | – | Sell |
-5,541
| Closed | -$255K | – | 116 |
|
|
2018
Q4 | $255K | Buy |
+5,541
| New | +$255K | 0.22% | 92 |
|