Landsberg Bennett & Dubbaneh’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-11,867
| Closed | -$532K | – | 296 |
|
|
2021
Q2 | $532K | Buy |
11,867
+403
| +4% | +$18.1K | 0.07% | 167 |
|
|
2021
Q1 | $454K | Buy |
11,464
+1,934
| +20% | +$76.6K | 0.07% | 172 |
|
|
2020
Q4 | $288K | Sell |
9,530
-1,114
| -10% | -$33.7K | 0.04% | 182 |
|
|
2020
Q3 | $248K | Buy |
+10,644
| New | +$248K | 0.04% | 180 |
|
|
2019
Q4 | – | Sell |
-6,317
| Closed | -$320K | – | 256 |
|
|
2019
Q3 | $320K | Buy |
6,317
+7
| +0.1% | +$355 | 0.09% | 165 |
|
|
2019
Q2 | $301K | Buy |
6,310
+6
| +0.1% | +$286 | 0.08% | 182 |
|
|
2019
Q1 | $308K | Buy |
+6,304
| New | +$308K | 0.07% | 187 |
|