Certified Advisory Corp’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,586
| Closed | -$208K | – | 252 |
|
|
2021
Q2 | $208K | Sell |
4,586
-1,719
| -27% | -$78K | 0.05% | 205 |
|
|
2021
Q1 | $247K | Buy |
+6,305
| New | +$247K | 0.06% | 179 |
|
|
2020
Q2 | $107K | Buy |
4,152
+12
| +0.3% | +$309 | 0.04% | 224 |
|
|
2020
Q1 | $119K | Buy |
4,140
+1,308
| +46% | +$37.6K | 0.05% | 194 |
|
|
2019
Q4 | $153K | Buy |
2,832
+107
| +4% | +$5.78K | 0.05% | 200 |
|
|
2019
Q3 | $137K | Buy |
2,725
+306
| +13% | +$15.4K | 0.05% | 205 |
|
|
2019
Q2 | $114K | Sell |
2,419
-259
| -10% | -$12.2K | 0.04% | 221 |
|
|
2019
Q1 | $129K | Buy |
2,678
+1,854
| +225% | +$89.3K | 0.05% | 192 |
|
|
2018
Q4 | $38K | Sell |
824
-160
| -16% | -$7.38K | 0.02% | 319 |
|
|
2018
Q3 | $52K | Buy |
984
+335
| +52% | +$17.7K | 0.02% | 294 |
|
|
2018
Q2 | $36K | Sell |
649
-223
| -26% | -$12.4K | 0.02% | 325 |
|
|
2018
Q1 | $44K | Buy |
872
+231
| +36% | +$11.7K | 0.03% | 287 |
|
|
2017
Q4 | $38K | Buy |
+641
| New | +$38K | 0.03% | 269 |
|