GWAG
Garrett Wealth Advisory Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,105
| Closed | -$238K | – | 52 |
|
|
2020
Q3 | $238K | Sell |
10,105
-1,142
| -10% | -$26.9K | 0.19% | 41 |
|
|
2020
Q2 | $285K | Buy |
11,247
+69
| +0.6% | +$1.75K | 0.23% | 35 |
|
|
2020
Q1 | $322K | Buy |
11,178
+406
| +4% | +$11.7K | 0.3% | 31 |
|
|
2019
Q4 | $577K | Sell |
10,772
-645
| -6% | -$34.5K | 0.43% | 29 |
|
|
2019
Q3 | $576K | Sell |
11,417
-32
| -0.3% | -$1.61K | 0.4% | 30 |
|
|
2019
Q2 | $542K | Sell |
11,449
-242
| -2% | -$11.5K | 0.43% | 30 |
|
|
2019
Q1 | $565K | Sell |
11,691
-314
| -3% | -$15.2K | 0.46% | 30 |
|
|
2018
Q4 | $551K | Buy |
+12,005
| New | +$551K | 0.5% | 23 |
|