EPA
Element Pointe Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,030
| Closed | -$540K | – | 100 |
|
|
2019
Q4 | $540K | Buy |
10,030
+480
| +5% | +$25.8K | 0.28% | 42 |
|
|
2019
Q3 | $482K | Sell |
9,550
-105
| -1% | -$5.3K | 0.28% | 45 |
|
|
2019
Q2 | $457K | Buy |
+9,655
| New | +$457K | 0.26% | 45 |
|
|
2019
Q1 | – | Sell |
-5,882
| Closed | -$271K | – | 102 |
|
|
2018
Q4 | $271K | Buy |
+5,882
| New | +$271K | 0.17% | 62 |
|