LAS
LWM Advisory Services’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-17,812
| Closed | -$716K | – | 125 |
|
|
2022
Q3 | $716K | Buy |
17,812
+372
| +2% | +$15K | 0.81% | 33 |
|
|
2022
Q2 | $683K | Buy |
17,440
+238
| +1% | +$9.32K | 0.82% | 30 |
|
|
2022
Q1 | $834K | Sell |
17,202
-384
| -2% | -$18.6K | 1.04% | 19 |
|
|
2021
Q4 | $844K | Buy |
+17,586
| New | +$844K | 1.05% | 19 |
|