Lucia Wealth Services’s Wells Fargo WFC Stock Holding History

Lucia Wealth Services’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell
2020 Q2	$122K	Hold
2020 Q1	$137K	Buy
2019 Q4	$6K	Hold
2019 Q3	$5K	Sell
2019 Q2	$52K	Hold
2019 Q1	$53K	Hold
2018 Q4	$51K	Hold
2018 Q3	$58K	Sell
2018 Q2	$63K	Hold
2018 Q1	$59K	Buy