First National Bank of South Miami’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-200
| Closed | -$7.48K | – | 266 |
|
|
2023
Q1 | $7.48K | Hold |
200
| – | – | 0.01% | 246 |
|
|
2022
Q4 | $8K | Hold |
200
| – | – | 0.01% | 250 |
|
|
2022
Q3 | $8K | Hold |
200
| – | – | 0.01% | 252 |
|
|
2022
Q2 | $8K | Hold |
200
| – | – | 0.01% | 266 |
|
|
2022
Q1 | $10K | Hold |
200
| – | – | 0.01% | 285 |
|
|
2021
Q4 | $10K | Hold |
200
| – | – | 0.01% | 305 |
|
|
2021
Q3 | $9K | Hold |
200
| – | – | 0.01% | 289 |
|
|
2021
Q2 | $9K | Hold |
200
| – | – | 0.01% | 285 |
|
|
2021
Q1 | $8K | Hold |
200
| – | – | 0.01% | 271 |
|
|
2020
Q4 | $6K | Sell |
200
-200
| -50% | -$6K | 0.01% | 262 |
|
|
2020
Q3 | $10K | Buy |
400
+200
| +100% | +$5K | 0.01% | 226 |
|
|
2020
Q2 | $5K | Hold |
200
| – | – | 0.01% | 256 |
|
|
2020
Q1 | $6K | Hold |
200
| – | – | 0.01% | 241 |
|
|
2019
Q4 | $11K | Hold |
200
| – | – | 0.01% | 223 |
|
|
2019
Q3 | $9K | Sell |
200
-44
| -18% | -$1.98K | 0.01% | 246 |
|
|
2019
Q2 | $12K | Sell |
244
-1,339
| -85% | -$65.9K | 0.01% | 234 |
|
|
2019
Q1 | $77K | Hold |
1,583
| – | – | 0.07% | 154 |
|
|
2018
Q4 | $78K | Buy |
+1,583
| New | +$78K | 0.08% | 153 |
|