LWM
LBA Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $116K | Buy |
2,086
+4
| +0.2% | +$222 | 0.06% | 139 |
|
|
2016
Q4 | $115K | Sell |
2,082
-1,104
| -35% | -$61K | 0.06% | 135 |
|
|
2016
Q3 | $141K | Buy |
3,186
+64
| +2% | +$2.83K | 0.08% | 127 |
|
|
2016
Q2 | $148K | Hold |
3,122
| – | – | 0.08% | 120 |
|
|
2016
Q1 | $151K | Sell |
3,122
-1,050
| -25% | -$50.8K | 0.09% | 117 |
|
|
2015
Q4 | $227K | Buy |
4,172
+1,240
| +42% | +$67.5K | 0.13% | 109 |
|
|
2015
Q3 | $151K | Buy |
2,932
+1,100
| +60% | +$56.7K | 0.1% | 124 |
|
|
2015
Q2 | $103K | Hold |
1,832
| – | – | 0.06% | 130 |
|
|
2015
Q1 | $100K | Hold |
1,832
| – | – | 0.06% | 136 |
|
|
2014
Q4 | $100K | Hold |
1,832
| – | – | 0.07% | 140 |
|
|
2014
Q3 | $95K | Hold |
1,832
| – | – | 0.07% | 141 |
|
|
2014
Q2 | $96K | Hold |
1,832
| – | – | 0.08% | 141 |
|
|
2014
Q1 | $91K | Hold |
1,832
| – | – | 0.07% | 135 |
|
|
2013
Q4 | $83K | Buy |
+1,832
| New | +$83K | 0.07% | 139 |
|