Lake Point Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $21K | Hold |
536
| – | – | 0.01% | 116 |
|
|
2022
Q1 | $26K | Hold |
536
| – | – | 0.01% | 100 |
|
|
2021
Q4 | $26K | Hold |
536
| – | – | 0.01% | 105 |
|
|
2021
Q3 | $25K | Hold |
536
| – | – | 0.01% | 95 |
|
|
2021
Q2 | $24K | Buy |
+536
| New | +$24K | 0.01% | 107 |
|
|
2020
Q1 | – | Sell |
-576
| Closed | -$31K | – | 469 |
|
|
2019
Q4 | $31K | Buy |
+576
| New | +$31K | 0.01% | 163 |
|
|
2019
Q2 | $39K | Hold |
818
| – | – | 0.01% | 172 |
|
|
2019
Q1 | $39K | Buy |
818
+605
| +284% | +$28.8K | 0.01% | 172 |
|
|
2018
Q4 | $10K | Buy |
+213
| New | +$10K | ﹤0.01% | 460 |
|