Domani Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,849
| Closed | -$261K | – | 136 |
|
|
2019
Q4 | $261K | Sell |
4,849
-144
| -3% | -$7.75K | 0.09% | 98 |
|
|
2019
Q3 | $252K | Buy |
4,993
+137
| +3% | +$6.91K | 0.09% | 95 |
|
|
2019
Q2 | $230K | Sell |
4,856
-903
| -16% | -$42.8K | 0.09% | 99 |
|
|
2019
Q1 | $278K | Buy |
5,759
+9
| +0.2% | +$434 | 0.11% | 87 |
|
|
2018
Q4 | $265K | Buy |
5,750
+7
| +0.1% | +$323 | 0.12% | 80 |
|
|
2018
Q3 | $302K | Sell |
5,743
-12
| -0.2% | -$631 | 0.13% | 79 |
|
|
2018
Q2 | $319K | Buy |
5,755
+969
| +20% | +$53.7K | 0.15% | 81 |
|
|
2018
Q1 | $251K | Hold |
4,786
| – | – | 0.11% | 93 |
|
|
2017
Q4 | $290K | Hold |
4,786
| – | – | 0.13% | 80 |
|
|
2017
Q3 | $264K | Hold |
4,786
| – | – | 0.11% | 81 |
|
|
2017
Q2 | $265K | Hold |
4,786
| – | – | 0.11% | 79 |
|
|
2017
Q1 | $266K | Hold |
4,786
| – | – | 0.11% | 80 |
|
|
2016
Q4 | $264K | Hold |
4,786
| – | – | 0.11% | 84 |
|
|
2016
Q3 | $212K | Buy |
+4,786
| New | +$212K | 0.08% | 114 |
|
|
2016
Q2 | – | Sell |
-6,891
| Closed | -$331K | – | 117 |
|
|
2016
Q1 | $331K | Buy |
6,891
+544
| +9% | +$26.1K | 0.13% | 91 |
|
|
2015
Q4 | $345K | Buy |
6,347
+834
| +15% | +$45.3K | 0.14% | 85 |
|
|
2015
Q3 | $283K | Buy |
5,513
+813
| +17% | +$41.7K | 0.15% | 77 |
|
|
2015
Q2 | $264K | Buy |
+4,700
| New | +$264K | 0.14% | 74 |
|