JPLA
Joseph P. Lucia & Associates’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-100
| Closed | -$4K | – | 443 |
|
|
2022
Q2 | $4K | Sell |
100
-63
| -39% | -$2.52K | ﹤0.01% | 363 |
|
|
2022
Q1 | $8K | Buy |
+163
| New | +$8K | ﹤0.01% | 339 |
|
|
2021
Q4 | – | Sell |
-163
| Closed | -$8K | – | 553 |
|
|
2021
Q3 | $8K | Hold |
163
| – | – | ﹤0.01% | 398 |
|
|
2021
Q2 | $7K | Hold |
163
| – | – | ﹤0.01% | 424 |
|
|
2021
Q1 | $6K | Buy |
163
+63
| +63% | +$2.32K | ﹤0.01% | 414 |
|
|
2020
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 430 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$3K | – | 459 |
|
|
2020
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 419 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 381 |
|
|
2019
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 366 |
|
|
2019
Q3 | $5K | Hold |
100
| – | – | 0.01% | 367 |
|
|
2019
Q2 | $5K | Sell |
100
-4,788
| -98% | -$239K | 0.01% | 369 |
|
|
2019
Q1 | $100 | Buy |
+4,888
| New | +$100 | 0.01% | 264 |
|