LGWM
Litman Gregory Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-555
| Closed | -$22K | – | 190 |
|
|
2021
Q1 | $22K | Hold |
555
| – | – | ﹤0.01% | 129 |
|
|
2020
Q4 | $17K | Hold |
555
| – | – | ﹤0.01% | 141 |
|
|
2020
Q3 | $13K | Hold |
555
| – | – | ﹤0.01% | 138 |
|
|
2020
Q2 | $14K | Hold |
555
| – | – | ﹤0.01% | 124 |
|
|
2020
Q1 | $16K | Hold |
555
| – | – | ﹤0.01% | 112 |
|
|
2019
Q4 | $30K | Sell |
555
-312
| -36% | -$16.9K | 0.01% | 108 |
|
|
2019
Q3 | $44K | Sell |
867
-544
| -39% | -$27.6K | 0.01% | 80 |
|
|
2019
Q2 | $67K | Buy |
1,411
+541
| +62% | +$25.7K | 0.02% | 77 |
|
|
2019
Q1 | $42K | Sell |
870
-7,623
| -90% | -$368K | 0.01% | 72 |
|
|
2018
Q4 | $391K | Buy |
8,493
+7,793
| +1,113% | +$359K | 0.12% | 41 |
|
|
2018
Q3 | $37K | Hold |
700
| – | – | 0.01% | 63 |
|
|
2018
Q2 | $39K | Hold |
700
| – | – | 0.02% | 58 |
|
|
2018
Q1 | $37K | Hold |
700
| – | – | 0.02% | 112 |
|
|
2017
Q4 | $42 | Hold |
700
| – | – | 0.01% | 53 |
|
|
2017
Q3 | $39K | Buy |
+700
| New | +$39K | 0.02% | 56 |
|