KWMG
King Wealth Management Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,099
| Closed | -$320K | – | 143 |
|
|
2018
Q3 | $320K | Sell |
6,099
-499
| -8% | -$26.2K | 0.1% | 91 |
|
|
2018
Q2 | $366K | Buy |
6,598
+73
| +1% | +$4.05K | 0.13% | 84 |
|
|
2018
Q1 | $342K | Sell |
6,525
-424
| -6% | -$22.2K | 0.12% | 91 |
|
|
2017
Q4 | $421K | Sell |
6,949
-333
| -5% | -$20.2K | 0.15% | 75 |
|
|
2017
Q3 | $402K | Sell |
7,282
-1,950
| -21% | -$108K | 0.15% | 81 |
|
|
2017
Q2 | $511K | Sell |
9,232
-828
| -8% | -$45.8K | 0.2% | 65 |
|
|
2017
Q1 | $560K | Sell |
10,060
-596
| -6% | -$33.2K | 0.23% | 64 |
|
|
2016
Q4 | $587K | Buy |
10,656
+2,254
| +27% | +$124K | 0.26% | 59 |
|
|
2016
Q3 | $372K | Sell |
8,402
-665
| -7% | -$29.4K | 0.18% | 70 |
|
|
2016
Q2 | $429K | Buy |
+9,067
| New | +$429K | 0.23% | 57 |
|