EWM
WFC.PRQ
Edge Wealth Management’s Wells Fargo & Co. WFC.PRQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,255
| Closed | -$31K | – | 646 |
|
|
2020
Q2 | $31K | Sell |
1,255
-745
| -37% | -$18.4K | 0.01% | 310 |
|
|
2020
Q1 | $48K | Hold |
2,000
| – | – | 0.01% | 246 |
|
|
2019
Q4 | $55K | Hold |
2,000
| – | – | 0.01% | 247 |
|
|
2019
Q3 | $52K | Hold |
2,000
| – | – | 0.01% | 248 |
|
|
2019
Q2 | $52K | Hold |
2,000
| – | – | 0.01% | 255 |
|
|
2019
Q1 | $52K | Buy |
+2,000
| New | +$52K | 0.01% | 238 |
|