NWS
Newport Wealth Strategies’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $813K | Buy |
17,526
+52
| +0.3% | +$2.41K | 0.49% | 45 |
|
|
2021
Q2 | $791K | Buy |
17,474
+76
| +0.4% | +$3.44K | 0.46% | 45 |
|
|
2021
Q1 | $680K | Sell |
17,398
-5,013
| -22% | -$196K | 0.42% | 50 |
|
|
2020
Q4 | $527K | Hold |
22,411
| – | – | 0.39% | 50 |
|
|
2020
Q3 | $528K | Buy |
22,411
+246
| +1% | +$5.8K | 0.39% | 51 |
|
|
2020
Q2 | $567K | Buy |
+22,165
| New | +$567K | 0.52% | 40 |
|
|
2018
Q2 | – | Sell |
-6,609
| Closed | -$346K | – | 100 |
|
|
2018
Q1 | $346K | Buy |
6,609
+6
| +0.1% | +$314 | 0.27% | 65 |
|
|
2017
Q4 | $434K | Buy |
+6,603
| New | +$434K | 0.31% | 62 |
|