EWA
Encompass Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,069
| Closed | -$230K | – | 135 |
|
|
2024
Q3 | $230K | Buy |
4,069
+9
| +0.2% | +$508 | 0.06% | 216 |
|
|
2024
Q2 | $241K | Buy |
4,060
+7
| +0.2% | +$416 | 0.06% | 205 |
|
|
2024
Q1 | $235K | Sell |
4,053
-924
| -19% | -$53.6K | 0.06% | 217 |
|
|
2023
Q4 | $245K | Buy |
+4,977
| New | +$245K | 0.07% | 185 |
|
|
2023
Q3 | – | Sell |
-4,957
| Closed | -$212K | – | 295 |
|
|
2023
Q2 | $212K | Buy |
+4,957
| New | +$212K | 0.07% | 196 |
|
|
2023
Q1 | – | Sell |
-5,915
| Closed | -$244K | – | 285 |
|
|
2022
Q4 | $244K | Buy |
5,915
+8
| +0.1% | +$330 | 0.09% | 172 |
|
|
2022
Q3 | $238K | Buy |
+5,907
| New | +$238K | 0.09% | 169 |
|