Pathway Financial Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,244
| Closed | -$257K | – | 126 |
|
|
2019
Q4 | $257K | Buy |
5,244
+1,000
| +24% | +$49K | 0.07% | 102 |
|
|
2019
Q3 | $230K | Sell |
4,244
-75
| -2% | -$4.07K | 0.07% | 93 |
|
|
2019
Q2 | $204K | Buy |
+4,319
| New | +$204K | 0.06% | 100 |
|
|
2018
Q3 | – | Sell |
-2,950
| Closed | -$164K | – | 384 |
|
|
2018
Q2 | $164K | Sell |
2,950
-400
| -12% | -$22.2K | 0.1% | 109 |
|
|
2018
Q1 | $176K | Hold |
3,350
| – | – | 0.1% | 96 |
|
|
2017
Q4 | $203K | Buy |
+3,350
| New | +$203K | 0.12% | 90 |
|