Clear Perspective Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $337K | Sell |
7,022
-130
| -2% | -$6.24K | 0.1% | 131 |
|
|
2021
Q3 | $332K | Hold |
7,152
| – | – | 0.11% | 123 |
|
|
2021
Q2 | $324K | Sell |
7,152
-4,070
| -36% | -$184K | 0.11% | 122 |
|
|
2021
Q1 | $438K | Buy |
+11,222
| New | +$438K | 0.17% | 94 |
|
|
2020
Q4 | – | Sell |
-9,326
| Closed | -$1.31K | – | 148 |
|
|
2020
Q3 | $1.31K | Sell |
9,326
-4,970
| -35% | -$699 | 0.62% | 30 |
|
|
2020
Q2 | $366K | Sell |
14,296
-4,845
| -25% | -$124K | 0.2% | 85 |
|
|
2020
Q1 | $549K | Sell |
19,141
-7,361
| -28% | -$211K | 0.37% | 58 |
|
|
2019
Q4 | $1.43M | Sell |
26,502
-31,275
| -54% | -$1.68M | 0.88% | 27 |
|
|
2019
Q3 | $2.82M | Buy |
57,777
+28,225
| +96% | +$1.38M | 1.28% | 18 |
|
|
2019
Q2 | $1.4M | Sell |
29,552
-1,299
| -4% | -$61.5K | 0.9% | 26 |
|
|
2019
Q1 | $1.47M | Sell |
30,851
-1,823
| -6% | -$87K | 1.04% | 23 |
|
|
2018
Q4 | $1.51M | Sell |
32,674
-1,213
| -4% | -$55.9K | 1.25% | 17 |
|
|
2018
Q3 | $1.78M | Buy |
33,887
+292
| +0.9% | +$15.3K | 1.32% | 14 |
|
|
2018
Q2 | $1.86M | Buy |
33,595
+1,100
| +3% | +$61K | 1.3% | 15 |
|
|
2018
Q1 | $1.7M | Sell |
32,495
-7,170
| -18% | -$376K | 1.27% | 15 |
|
|
2017
Q4 | $2.41M | Buy |
39,665
+549
| +1% | +$33.3K | 1.84% | 9 |
|
|
2017
Q3 | $2.16M | Buy |
39,116
+2,622
| +7% | +$145K | 1.76% | 9 |
|
|
2017
Q2 | $2.02M | Buy |
36,494
+1,596
| +5% | +$88.4K | 1.7% | 9 |
|
|
2017
Q1 | $1.94M | Sell |
34,898
-2,224
| -6% | -$124K | 1.28% | 12 |
|
|
2016
Q4 | $2.05M | Buy |
+37,122
| New | +$2.05M | 1.36% | 13 |
|