Huber Financial Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,384
| Closed | -$290K | – | 123 |
|
|
2019
Q4 | $290K | Hold |
5,384
| – | – | 0.1% | 98 |
|
|
2019
Q3 | $272K | Hold |
5,384
| – | – | 0.11% | 98 |
|
|
2019
Q2 | $255K | Hold |
5,384
| – | – | 0.11% | 103 |
|
|
2019
Q1 | $260K | Sell |
5,384
-272
| -5% | -$13.1K | 0.13% | 98 |
|
|
2018
Q4 | $261K | Buy |
5,656
+272
| +5% | +$12.6K | 0.14% | 82 |
|
|
2018
Q3 | $283K | Hold |
5,384
| – | – | 0.22% | 77 |
|
|
2018
Q2 | $298K | Hold |
5,384
| – | – | 0.27% | 73 |
|
|
2018
Q1 | $282K | Sell |
5,384
-628
| -10% | -$32.9K | 0.28% | 70 |
|
|
2017
Q4 | $365K | Buy |
+6,012
| New | +$365K | 0.4% | 48 |
|