Clearview Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,661
| Closed | -$114K | – | 647 |
|
|
2023
Q2 | $114K | Sell |
2,661
-35
| -1% | -$1.49K | 0.12% | 132 |
|
|
2023
Q1 | $101K | Buy |
2,696
+3
| +0.1% | +$112 | 0.1% | 146 |
|
|
2022
Q4 | $111K | Sell |
2,693
-1,061
| -28% | -$43.8K | 0.09% | 109 |
|
|
2022
Q3 | $151K | Sell |
3,754
-64
| -2% | -$2.57K | 0.12% | 91 |
|
|
2022
Q2 | $150K | Buy |
3,818
+1,776
| +87% | +$69.8K | 0.11% | 94 |
|
|
2022
Q1 | $99K | Sell |
2,042
-191
| -9% | -$9.26K | 0.07% | 135 |
|
|
2021
Q4 | $107K | Sell |
2,233
-71
| -3% | -$3.4K | 0.07% | 151 |
|
|
2021
Q3 | $107K | Buy |
2,304
+2
| +0.1% | +$93 | 0.07% | 154 |
|
|
2021
Q2 | $104K | Buy |
2,302
+2
| +0.1% | +$90 | 0.06% | 158 |
|
|
2021
Q1 | $90K | Sell |
2,300
-39
| -2% | -$1.53K | 0.06% | 170 |
|
|
2020
Q4 | $71K | Buy |
+2,339
| New | +$71K | 0.05% | 170 |
|