CAN
Claraphi Advisory Network’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-20,067
| Closed | -$931K | – | 331 |
|
|
2021
Q3 | $931K | Sell |
20,067
-2,050
| -9% | -$95.1K | 0.33% | 68 |
|
|
2021
Q2 | $1M | Buy |
+22,117
| New | +$1M | 0.3% | 67 |
|
|
2020
Q2 | – | Sell |
-300
| Closed | -$9K | – | 1210 |
|
|
2020
Q1 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 803 |
|
|
2018
Q4 | – | Sell |
-3,939
| Closed | -$207K | – | 276 |
|
|
2018
Q3 | $207K | Sell |
3,939
-342
| -8% | -$18K | 0.12% | 230 |
|
|
2018
Q2 | $237K | Sell |
4,281
-514
| -11% | -$28.5K | 0.15% | 205 |
|
|
2018
Q1 | $251K | Buy |
+4,795
| New | +$251K | 0.18% | 186 |
|