FWM
Fairhaven Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-9,180
| Closed | -$216K | – | 122 |
|
|
2020
Q3 | $216K | Sell |
9,180
-19,666
| -68% | -$463K | 0.13% | 85 |
|
|
2020
Q2 | $738K | Buy |
28,846
+8,253
| +40% | +$211K | 0.49% | 43 |
|
|
2020
Q1 | $591K | Buy |
20,593
+10,551
| +105% | +$303K | 0.54% | 36 |
|
|
2019
Q4 | $540K | Hold |
10,042
| – | – | 0.45% | 33 |
|
|
2019
Q3 | $507K | Hold |
10,042
| – | – | 0.47% | 34 |
|
|
2019
Q2 | $475K | Buy |
10,042
+179
| +2% | +$8.47K | 0.44% | 36 |
|
|
2019
Q1 | $477K | Sell |
9,863
-177
| -2% | -$8.56K | 0.45% | 32 |
|
|
2018
Q4 | $463K | Buy |
+10,040
| New | +$463K | 0.46% | 33 |
|