Clarus Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,565
| Closed | -$74K | – | 550 |
|
|
2019
Q2 | $74K | Buy |
1,565
+14
| +0.9% | +$662 | 0.05% | 236 |
|
|
2019
Q1 | $75K | Buy |
1,551
+1,467
| +1,746% | +$70.9K | 0.06% | 237 |
|
|
2018
Q4 | $4K | Sell |
84
-71
| -46% | -$3.38K | 0.01% | 608 |
|
|
2018
Q3 | $8K | Buy |
155
+1
| +0.6% | +$52 | 0.01% | 572 |
|
|
2018
Q2 | $8K | Buy |
+154
| New | +$8K | 0.01% | 567 |
|