Divergent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-12,121
| Closed | -$285K | – | 34 |
|
|
2020
Q3 | $285K | Sell |
12,121
-877
| -7% | -$20.6K | 0.08% | 32 |
|
|
2020
Q2 | $333K | Buy |
12,998
+647
| +5% | +$16.6K | 0.1% | 29 |
|
|
2020
Q1 | $354K | Sell |
12,351
-1,221
| -9% | -$35K | 0.13% | 26 |
|
|
2019
Q4 | $730K | Sell |
13,572
-66
| -0.5% | -$3.55K | 0.21% | 24 |
|
|
2019
Q3 | $688K | Sell |
13,638
-326
| -2% | -$16.4K | 0.21% | 24 |
|
|
2019
Q2 | $661K | Sell |
13,964
-98
| -0.7% | -$4.64K | 0.21% | 24 |
|
|
2019
Q1 | $679K | Hold |
14,062
| – | – | 0.23% | 24 |
|
|
2018
Q4 | $648K | Sell |
14,062
-101
| -0.7% | -$4.65K | 0.24% | 29 |
|
|
2018
Q3 | $753K | Sell |
14,163
-113
| -0.8% | -$6.01K | 0.26% | 22 |
|
|
2018
Q2 | $791K | Sell |
14,276
-53
| -0.4% | -$2.94K | 0.29% | 21 |
|
|
2018
Q1 | $751K | Buy |
+14,329
| New | +$751K | 0.28% | 21 |
|