Financial Enhancement Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-100
| Closed | -$4K | – | 326 |
|
|
2022
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 217 |
|
|
2022
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 213 |
|
|
2022
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 211 |
|
|
2021
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 221 |
|
|
2021
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 227 |
|
|
2021
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 213 |
|
|
2021
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 222 |
|
|
2020
Q4 | $3K | Sell |
100
-55
| -35% | -$1.65K | ﹤0.01% | 246 |
|
|
2020
Q3 | $4K | Sell |
155
-631
| -80% | -$16.3K | ﹤0.01% | 194 |
|
|
2020
Q2 | $20K | Hold |
786
| – | – | 0.01% | 161 |
|
|
2020
Q1 | $23K | Sell |
786
-400
| -34% | -$11.7K | 0.01% | 162 |
|
|
2019
Q4 | $64K | Hold |
1,186
| – | – | 0.02% | 116 |
|
|
2019
Q3 | $60K | Hold |
1,186
| – | – | 0.02% | 118 |
|
|
2019
Q2 | $56K | Buy |
1,186
+7
| +0.6% | +$331 | 0.02% | 118 |
|
|
2019
Q1 | $57K | Sell |
1,179
-115
| -9% | -$5.56K | 0.02% | 134 |
|
|
2018
Q4 | $68K | Hold |
1,294
| – | – | 0.02% | 117 |
|
|
2018
Q3 | $68K | Buy |
1,294
+207
| +19% | +$10.9K | 0.02% | 117 |
|
|
2018
Q2 | $60K | Sell |
1,087
-332
| -23% | -$18.3K | 0.02% | 114 |
|
|
2018
Q1 | $74K | Buy |
+1,419
| New | +$74K | 0.03% | 110 |
|