IFP Advisors’s Wells Fargo & Company Ws WFC.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-350
| Closed | -$7K | – | 4037 |
|
|
2018
Q3 | $7K | Hold |
350
| – | – | ﹤0.01% | 3060 |
|
|
2018
Q2 | $8K | Hold |
350
| – | – | ﹤0.01% | 3025 |
|
|
2018
Q1 | $10K | Hold |
350
| – | – | ﹤0.01% | 2818 |
|
|
2017
Q4 | $10K | Hold |
350
| – | – | ﹤0.01% | 2815 |
|
|
2017
Q3 | $8K | Hold |
350
| – | – | ﹤0.01% | 3156 |
|
|
2017
Q2 | $8K | Hold |
350
| – | – | ﹤0.01% | 3167 |
|
|
2017
Q1 | $8K | Hold |
350
| – | – | ﹤0.01% | 3052 |
|
|
2016
Q4 | $7K | Hold |
350
| – | – | ﹤0.01% | 3131 |
|
|
2016
Q3 | $4K | Hold |
350
| – | – | ﹤0.01% | 3380 |
|
|
2016
Q2 | $5K | Buy |
+350
| New | +$5K | ﹤0.01% | 3185 |
|
|
2016
Q1 | – | Sell |
-350
| Closed | -$7K | – | 3915 |
|
|
2015
Q4 | $7K | Buy |
+350
| New | +$7K | ﹤0.01% | 2800 |
|