JA
JOYN Advisors’s Wells Fargo WFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | $458K | Buy |
15,956
+8,454
| +113% | +$243K | 0.15% | 53 |
|
2019
Q4 | $404K | Buy |
7,502
+114
| +2% | +$6.14K | 0.09% | 60 |
|
2019
Q3 | $373K | Sell |
7,388
-13,404
| -64% | -$677K | 0.08% | 64 |
|
2019
Q2 | $959K | Buy |
20,792
+14,037
| +208% | +$647K | 0.22% | 33 |
|
2019
Q1 | $326K | Sell |
6,755
-13,512
| -67% | -$652K | 0.08% | 67 |
|
2018
Q4 | $934K | Sell |
20,267
-5,097
| -20% | -$235K | 0.21% | 32 |
|
2018
Q3 | $1.33M | Buy |
25,364
+244
| +1% | +$12.8K | 0.25% | 26 |
|
2018
Q2 | $1.39M | Buy |
25,120
+21,912
| +683% | +$1.22M | 0.3% | 23 |
|
2018
Q1 | $168K | Sell |
3,208
-16,032
| -83% | -$840K | 0.04% | 150 |
|
2017
Q4 | $1.17M | Buy |
+19,240
| New | +$1.17M | 0.25% | 29 |
|