LWA
Lowe Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-50
| Closed | -$1.87K | – | 365 |
|
|
2023
Q1 | $1.87K | Buy |
+50
| New | +$1.87K | ﹤0.01% | 295 |
|
|
2018
Q2 | – | Sell |
-363
| Closed | -$19K | – | 262 |
|
|
2018
Q1 | $19K | Hold |
363
| – | – | 0.01% | 115 |
|
|
2017
Q4 | $22K | Buy |
+363
| New | +$22K | 0.01% | 109 |
|
|
2017
Q1 | – | Sell |
-33
| Closed | -$2K | – | 244 |
|
|
2016
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 199 |
|
|
2016
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 237 |
|
|
2016
Q2 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 209 |
|