DLCIG
WFC.PRP
D.L. Carlson Investment Group’s WELLS FARGO & COMPANY SER P WFC.PRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,140
| Closed | -$202K | – | 156 |
|
|
2020
Q2 | $202K | Buy |
+8,140
| New | +$202K | 0.06% | 126 |
|
|
2020
Q1 | – | Sell |
-8,140
| Closed | -$207K | – | 172 |
|
|
2019
Q4 | $207K | Hold |
8,140
| – | – | 0.06% | 140 |
|
|
2019
Q3 | $202K | Hold |
8,140
| – | – | 0.06% | 139 |
|
|
2019
Q2 | $204K | Buy |
+8,140
| New | +$204K | 0.06% | 141 |
|