Fusion Family Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-444
| Closed | -$20K | – | 242 |
|
|
2018
Q4 | $20K | Hold |
444
| – | – | 0.01% | 157 |
|
|
2018
Q3 | $23K | Hold |
444
| – | – | 0.01% | 162 |
|
|
2018
Q2 | $25K | Buy |
444
+124
| +39% | +$6.98K | 0.01% | 175 |
|
|
2018
Q1 | $17K | Hold |
320
| – | – | 0.01% | 180 |
|
|
2017
Q4 | $19K | Buy |
+320
| New | +$19K | ﹤0.01% | 183 |
|
|
2017
Q3 | – | Sell |
-320
| Closed | -$18K | – | 301 |
|
|
2017
Q2 | $18K | Hold |
320
| – | – | 0.01% | 177 |
|
|
2017
Q1 | $18K | Sell |
320
-274
| -46% | -$15.4K | 0.01% | 175 |
|
|
2016
Q4 | $32K | Buy |
+594
| New | +$32K | 0.02% | 155 |
|