FVWA
Foster Victor Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-54,245
| Closed | -$1.39M | – | 145 |
|
|
2020
Q2 | $1.39M | Buy |
54,245
+15,542
| +40% | +$398K | 0.46% | 52 |
|
|
2020
Q1 | $1.04M | Buy |
38,703
+16,398
| +74% | +$440K | 0.46% | 59 |
|
|
2019
Q4 | $1.18M | Buy |
22,305
+3,000
| +16% | +$158K | 0.51% | 53 |
|
|
2019
Q3 | $942K | Buy |
19,305
+8,029
| +71% | +$392K | 0.52% | 48 |
|
|
2019
Q2 | $536K | Sell |
11,276
-3,486
| -24% | -$166K | 0.39% | 51 |
|
|
2019
Q1 | $713K | Buy |
14,762
+1,419
| +11% | +$68.5K | 0.56% | 38 |
|
|
2018
Q4 | $615K | Buy |
+13,343
| New | +$615K | 0.58% | 26 |
|