KLI
Kelman-Lazarov Inc’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,126
| Closed | -$491K | – | 97 |
|
|
2019
Q4 | $491K | Sell |
9,126
-235
| -3% | -$12.6K | 0.22% | 54 |
|
|
2019
Q3 | $472K | Sell |
9,361
-1,804
| -16% | -$91K | 0.23% | 56 |
|
|
2019
Q2 | $528K | Sell |
11,165
-10,886
| -49% | -$515K | 0.27% | 54 |
|
|
2019
Q1 | $1.07M | Sell |
22,051
-12,479
| -36% | -$603K | 0.56% | 34 |
|
|
2018
Q4 | $1.59M | Sell |
34,530
-9,831
| -22% | -$453K | 0.99% | 24 |
|
|
2018
Q3 | $2.33M | Sell |
44,361
-9,189
| -17% | -$483K | 1.36% | 21 |
|
|
2018
Q2 | $2.97M | Sell |
53,550
-2,916
| -5% | -$162K | 1.59% | 18 |
|
|
2018
Q1 | $2.96M | Sell |
56,466
-4,745
| -8% | -$249K | 1.59% | 17 |
|
|
2017
Q4 | $3.71M | Sell |
61,211
-100
| -0.2% | -$6.07K | 1.9% | 13 |
|
|
2017
Q3 | $3.38M | Sell |
61,311
-2,861
| -4% | -$158K | 1.78% | 14 |
|
|
2017
Q2 | $3.56M | Buy |
64,172
+3,612
| +6% | +$200K | 1.95% | 11 |
|
|
2017
Q1 | $3.37M | Buy |
60,560
+570
| +1% | +$31.7K | 2.17% | 11 |
|
|
2016
Q4 | $3.31M | Buy |
59,990
+1,731
| +3% | +$95.4K | 1.86% | 12 |
|
|
2016
Q3 | $2.55M | Buy |
58,259
+1,165
| +2% | +$51K | 1.44% | 23 |
|
|
2016
Q2 | $2.69M | Buy |
57,094
+214
| +0.4% | +$10.1K | 1.53% | 18 |
|
|
2016
Q1 | $2.76M | Buy |
+56,880
| New | +$2.76M | 1.61% | 18 |
|