MPS Loria Financial Planners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-30
| Closed | -$1K | – | 558 |
|
|
2021
Q1 | $1K | Sell |
30
-186
| -86% | -$6.2K | ﹤0.01% | 544 |
|
|
2020
Q4 | $6K | Buy |
216
+30
| +16% | +$833 | ﹤0.01% | 356 |
|
|
2020
Q3 | $4K | Buy |
186
+1
| +0.5% | +$22 | ﹤0.01% | 284 |
|
|
2020
Q2 | $5K | Buy |
+185
| New | +$5K | ﹤0.01% | 284 |
|
|
2017
Q3 | – | Sell |
-690
| Closed | -$36K | – | 341 |
|
|
2017
Q2 | $36K | Buy |
+690
| New | +$36K | 0.02% | 177 |
|