KCS Wealth Advisory’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,120
| Closed | -$238K | – | 153 |
|
|
2020
Q3 | $238K | Sell |
10,120
-826
| -8% | -$19.4K | 0.19% | 124 |
|
|
2020
Q2 | $280K | Sell |
10,946
-2,580
| -19% | -$66K | 0.23% | 120 |
|
|
2020
Q1 | $388K | Sell |
13,526
-7,068
| -34% | -$203K | 0.39% | 100 |
|
|
2019
Q4 | $1.11M | Sell |
20,594
-211
| -1% | -$11.4K | 0.83% | 50 |
|
|
2019
Q3 | $1.05M | Buy |
20,805
+2,771
| +15% | +$140K | 0.73% | 47 |
|
|
2019
Q2 | $853K | Buy |
18,034
+2,198
| +14% | +$104K | 0.67% | 64 |
|
|
2019
Q1 | $765K | Buy |
15,836
+1,536
| +11% | +$74.2K | 0.67% | 71 |
|
|
2018
Q4 | $659K | Sell |
14,300
-293
| -2% | -$13.5K | 0.69% | 65 |
|
|
2018
Q3 | $767K | Buy |
14,593
+1,064
| +8% | +$55.9K | 0.71% | 56 |
|
|
2018
Q2 | $750K | Buy |
13,529
+1,016
| +8% | +$56.3K | 0.7% | 55 |
|
|
2018
Q1 | $656K | Buy |
12,513
+3,400
| +37% | +$178K | 0.6% | 65 |
|
|
2017
Q4 | $553K | Buy |
+9,113
| New | +$553K | 0.53% | 76 |
|