Northstar Wealth Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $248K | Sell |
10,580
-839
| -7% | -$19.7K | 0.12% | 127 |
|
|
2020
Q2 | $292K | Sell |
11,419
-3,890
| -25% | -$99.5K | 0.12% | 142 |
|
|
2020
Q1 | $439K | Sell |
15,309
-3,650
| -19% | -$105K | 0.22% | 95 |
|
|
2019
Q4 | $1.02M | Buy |
18,959
+2,823
| +17% | +$152K | 0.42% | 74 |
|
|
2019
Q3 | $814K | Sell |
16,136
-638
| -4% | -$32.2K | 0.36% | 82 |
|
|
2019
Q2 | $794K | Buy |
16,774
+1,768
| +12% | +$83.7K | 0.35% | 83 |
|
|
2019
Q1 | $725K | Hold |
15,006
| – | – | 0.33% | 85 |
|
|
2018
Q4 | $691K | Buy |
15,006
+432
| +3% | +$19.9K | 0.36% | 80 |
|
|
2018
Q3 | $766K | Sell |
14,574
-65
| -0.4% | -$3.42K | 0.37% | 81 |
|
|
2018
Q2 | $811K | Sell |
14,639
-161
| -1% | -$8.92K | 0.41% | 78 |
|
|
2018
Q1 | $775K | Buy |
14,800
+6,136
| +71% | +$321K | 0.4% | 81 |
|
|
2017
Q4 | $538K | Sell |
8,664
-846
| -9% | -$52.5K | 0.48% | 67 |
|
|
2017
Q3 | $524K | Sell |
9,510
-3,900
| -29% | -$215K | 0.51% | 66 |
|
|
2017
Q2 | $745K | Hold |
13,410
| – | – | 0.68% | 47 |
|
|
2017
Q1 | $737K | Buy |
+13,410
| New | +$737K | 0.69% | 45 |
|