New England Private Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,952
| Closed | -$313K | – | 167 |
|
|
2018
Q3 | $313K | Sell |
5,952
-753
| -11% | -$39.6K | 0.08% | 111 |
|
|
2018
Q2 | $373K | Buy |
6,705
+220
| +3% | +$12.2K | 0.11% | 102 |
|
|
2018
Q1 | $338K | Buy |
6,485
+430
| +7% | +$22.4K | 0.1% | 106 |
|
|
2017
Q4 | $371K | Sell |
6,055
-504
| -8% | -$30.9K | 0.1% | 97 |
|
|
2017
Q3 | $361K | Buy |
6,559
+21
| +0.3% | +$1.16K | 0.11% | 95 |
|
|
2017
Q2 | $361K | Buy |
6,538
+119
| +2% | +$6.57K | 0.11% | 96 |
|
|
2017
Q1 | $355K | Buy |
6,419
+17
| +0.3% | +$940 | 0.11% | 94 |
|
|
2016
Q4 | $353K | Buy |
6,402
+20
| +0.3% | +$1.1K | 0.12% | 87 |
|
|
2016
Q3 | $282K | Buy |
6,382
+911
| +17% | +$40.3K | 0.1% | 97 |
|
|
2016
Q2 | $258K | Buy |
5,471
+608
| +13% | +$28.7K | 0.1% | 97 |
|
|
2016
Q1 | $236K | Buy |
4,863
+210
| +5% | +$10.2K | 0.1% | 99 |
|
|
2015
Q4 | $252K | Buy |
+4,653
| New | +$252K | 0.1% | 98 |
|