Halpern Financial’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-368
| Closed | -$14.4K | – | 321 |
|
|
2022
Q2 | $14.4K | Hold |
368
| – | – | 0.01% | 139 |
|
|
2022
Q1 | $17.8K | Hold |
368
| – | – | 0.01% | 147 |
|
|
2021
Q4 | $17.7K | Hold |
368
| – | – | 0.01% | 151 |
|
|
2021
Q3 | $17.1K | Hold |
368
| – | – | 0.01% | 131 |
|
|
2021
Q2 | $16.7K | Hold |
368
| – | – | 0.01% | 118 |
|
|
2021
Q1 | $14.4K | Buy |
+368
| New | +$14.4K | 0.01% | 116 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 224 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 193 |
|