JA
WFC icon

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