IWA
WFC.PRT
Intercontinental Wealth Advisors’s WELLS FARGO & COMPANY SERIES T WFC.PRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$25K | – | 327 |
|
|
2019
Q4 | $25K | Hold |
1,000
| – | – | 0.02% | 226 |
|
|
2019
Q3 | $25K | Hold |
1,000
| – | – | 0.02% | 263 |
|
|
2019
Q2 | $26K | Hold |
1,000
| – | – | 0.01% | 256 |
|
|
2019
Q1 | $26K | Hold |
1,000
| – | – | 0.01% | 279 |
|
|
2018
Q4 | $25K | Buy |
+1,000
| New | +$25K | 0.01% | 282 |
|