LifePlan Financial Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $54K | Hold |
2,295
| – | – | 0.02% | 240 |
|
|
2020
Q2 | $59K | Hold |
2,295
| – | – | 0.03% | 228 |
|
|
2020
Q1 | $66K | Hold |
2,295
| – | – | 0.04% | 203 |
|
|
2019
Q4 | $123K | Hold |
2,295
| – | – | 0.05% | 168 |
|
|
2019
Q3 | $116K | Hold |
2,295
| – | – | 0.05% | 167 |
|
|
2019
Q2 | $109K | Hold |
2,295
| – | – | 0.05% | 170 |
|
|
2019
Q1 | $111K | Hold |
2,295
| – | – | 0.06% | 174 |
|
|
2018
Q4 | $106K | Sell |
2,295
-97
| -4% | -$4.48K | 0.07% | 169 |
|
|
2018
Q3 | $126K | Hold |
2,392
| – | – | 0.07% | 160 |
|
|
2018
Q2 | $133K | Sell |
2,392
-20
| -0.8% | -$1.11K | 0.07% | 152 |
|
|
2018
Q1 | $126K | Buy |
+2,412
| New | +$126K | 0.07% | 145 |
|
|
2014
Q2 | – | Sell |
-2,259
| Closed | -$112K | – | 222 |
|
|
2014
Q1 | $112K | Hold |
2,259
| – | – | 0.09% | 81 |
|
|
2013
Q4 | $103K | Hold |
2,259
| – | – | 0.07% | 82 |
|
|
2013
Q3 | $93K | Hold |
2,259
| – | – | 0.08% | 72 |
|
|
2013
Q2 | $93K | Buy |
+2,259
| New | +$93K | 0.1% | 56 |
|