Parisi Gray Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-225
| Closed | -$10K | – | 556 |
|
|
2021
Q2 | $10K | Buy |
+225
| New | +$10K | ﹤0.01% | 453 |
|
|
2019
Q2 | – | Sell |
-3,992
| Closed | -$193K | – | 460 |
|
|
2019
Q1 | $193K | Sell |
3,992
-739
| -16% | -$35.7K | 0.12% | 97 |
|
|
2018
Q4 | $217K | Sell |
4,731
-103
| -2% | -$4.72K | 0.15% | 91 |
|
|
2018
Q3 | $255K | Buy |
4,834
+203
| +4% | +$10.7K | 0.16% | 94 |
|
|
2018
Q2 | $259K | Sell |
4,631
-386
| -8% | -$21.6K | 0.17% | 97 |
|
|
2018
Q1 | $261K | Sell |
5,017
-293
| -6% | -$15.2K | 0.2% | 91 |
|
|
2017
Q4 | $324K | Buy |
+5,310
| New | +$324K | 0.24% | 86 |
|