Lloyd Advisory Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-30,477
| Closed | -$1.25M | – | 335 |
|
|
2023
Q3 | $1.25M | Buy |
+30,477
| New | +$1.25M | 0.41% | 50 |
|
|
2022
Q2 | – | Sell |
-845
| Closed | -$41K | – | 582 |
|
|
2022
Q1 | $41K | Buy |
845
+828
| +4,871% | +$40.2K | 0.02% | 255 |
|
|
2021
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 410 |
|
|
2021
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 380 |
|
|
2021
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 391 |
|
|
2020
Q3 | – | Sell |
-64
| Closed | -$2K | – | 406 |
|
|
2020
Q2 | $2K | Buy |
64
+1
| +2% | +$31 | ﹤0.01% | 274 |
|
|
2020
Q1 | $2K | Sell |
63
-138
| -69% | -$4.38K | ﹤0.01% | 231 |
|
|
2019
Q4 | $11K | Buy |
+201
| New | +$11K | 0.01% | 214 |
|