LFA
Level Financial Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-546
| Closed | -$26.9K | – | 263 |
|
|
2023
Q4 | $26.9K | Buy |
546
+4
| +0.7% | +$197 | 0.01% | 147 |
|
|
2023
Q3 | $22.2K | Buy |
542
+4
| +0.7% | +$164 | 0.01% | 148 |
|
|
2023
Q2 | $22.9K | Buy |
538
+4
| +0.7% | +$171 | 0.01% | 142 |
|
|
2023
Q1 | $20K | Buy |
534
+4
| +0.8% | +$149 | 0.01% | 134 |
|
|
2022
Q4 | $22K | Buy |
530
+3
| +0.6% | +$125 | 0.01% | 124 |
|
|
2022
Q3 | $21K | Buy |
527
+4
| +0.8% | +$159 | 0.02% | 134 |
|
|
2022
Q2 | $20K | Buy |
523
+3
| +0.6% | +$115 | 0.01% | 147 |
|
|
2022
Q1 | $25K | Buy |
520
+2
| +0.4% | +$96 | 0.02% | 118 |
|
|
2021
Q4 | $25K | Buy |
+518
| New | +$25K | 0.02% | 125 |
|