Credential Qtrade Securities’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $331K | Sell |
5,715
-117
| -2% | -$6.78K | 0.02% | 218 |
|
|
2023
Q4 | $287K | Sell |
5,832
-634
| -10% | -$31.2K | 0.02% | 205 |
|
|
2023
Q3 | $264K | Sell |
6,466
-200
| -3% | -$8.17K | 0.02% | 205 |
|
|
2023
Q2 | $285K | Sell |
6,666
-64
| -1% | -$2.73K | 0.02% | 211 |
|
|
2023
Q1 | $252K | Buy |
6,730
+146
| +2% | +$5.46K | 0.02% | 221 |
|
|
2022
Q4 | $272K | Buy |
6,584
+854
| +15% | +$35.3K | 0.02% | 221 |
|
|
2022
Q3 | $230K | Buy |
+5,730
| New | +$230K | 0.02% | 211 |
|
|
2021
Q1 | – | Sell |
-200
| Closed | -$6.04K | – | 406 |
|
|
2020
Q4 | $6.04K | Buy |
200
+63
| +46% | +$1.9K | ﹤0.01% | 296 |
|
|
2020
Q3 | $3.22K | Hold |
137
| – | – | ﹤0.01% | 281 |
|
|
2020
Q2 | $3.51K | Sell |
137
-396
| -74% | -$10.1K | ﹤0.01% | 277 |
|
|
2020
Q1 | $15.3K | Sell |
533
-21,264
| -98% | -$610K | ﹤0.01% | 232 |
|
|
2019
Q4 | $1.17M | Sell |
21,797
-47
| -0.2% | -$2.53K | 0.16% | 88 |
|
|
2019
Q3 | $1.1M | Sell |
21,844
-299
| -1% | -$15.1K | 0.17% | 87 |
|
|
2019
Q2 | $1.05M | Sell |
22,143
-1,285
| -5% | -$60.8K | 0.17% | 83 |
|
|
2019
Q1 | $1.13M | Buy |
23,428
+277
| +1% | +$13.4K | 0.21% | 69 |
|
|
2018
Q4 | $1.07M | Buy |
23,151
+272
| +1% | +$12.5K | 0.23% | 61 |
|
|
2018
Q3 | $1.2M | Buy |
+22,879
| New | +$1.2M | 0.24% | 63 |
|