Evolution Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,207
| Closed | -$56K | – | 631 |
|
|
2021
Q3 | $56K | Sell |
1,207
-3,901
| -76% | -$181K | 0.01% | 198 |
|
|
2021
Q2 | $231K | Buy |
5,108
+4,800
| +1,558% | +$217K | 0.05% | 108 |
|
|
2021
Q1 | $12K | Hold |
308
| – | – | ﹤0.01% | 391 |
|
|
2020
Q4 | $9K | Sell |
308
-3,728
| -92% | -$109K | ﹤0.01% | 370 |
|
|
2020
Q3 | $95K | Buy |
4,036
+1,834
| +83% | +$43.2K | 0.03% | 146 |
|
|
2020
Q2 | $56K | Buy |
2,202
+1,946
| +760% | +$49.5K | 0.02% | 135 |
|
|
2020
Q1 | $7K | Sell |
256
-306
| -54% | -$8.37K | ﹤0.01% | 233 |
|
|
2019
Q4 | $30K | Buy |
562
+306
| +120% | +$16.3K | 0.01% | 191 |
|
|
2019
Q3 | $13K | Sell |
256
-280
| -52% | -$14.2K | 0.01% | 144 |
|
|
2019
Q2 | $25K | Buy |
+536
| New | +$25K | 0.01% | 117 |
|