Elmwood Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-393
| Closed | -$19K | – | 336 |
|
|
2021
Q4 | $19K | Buy |
+393
| New | +$19K | 0.01% | 252 |
|
|
2020
Q2 | – | Sell |
-171
| Closed | -$8.96K | – | 357 |
|
|
2020
Q1 | $8.96K | Buy |
+171
| New | +$8.96K | 0.01% | 199 |
|
|
2019
Q4 | – | Sell |
-171
| Closed | -$9K | – | 248 |
|
|
2019
Q3 | $9K | Sell |
171
-1,738
| -91% | -$91.5K | 0.01% | 188 |
|
|
2019
Q2 | $90K | Sell |
1,909
-2,113
| -53% | -$99.6K | 0.08% | 109 |
|
|
2019
Q1 | $194K | Buy |
4,022
+3,851
| +2,252% | +$186K | 0.18% | 85 |
|
|
2018
Q4 | $8K | Hold |
171
| – | – | 0.01% | 207 |
|
|
2018
Q3 | $8.99K | Hold |
171
| – | – | 0.01% | 205 |
|
|
2018
Q2 | $9.48K | Hold |
171
| – | – | 0.01% | 200 |
|
|
2018
Q1 | $8.96K | Buy |
+171
| New | +$8.96K | 0.01% | 199 |
|