Personal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-847
| Closed | -$38K | – | 395 |
|
|
2021
Q2 | $38K | Buy |
+847
| New | +$38K | 0.02% | 167 |
|
|
2020
Q1 | – | Sell |
-990
| Closed | -$53K | – | 622 |
|
|
2019
Q4 | $53K | Sell |
990
-16,052
| -94% | -$859K | 0.02% | 139 |
|
|
2019
Q3 | $860K | Hold |
17,042
| – | – | 0.4% | 25 |
|
|
2019
Q2 | $806K | Hold |
17,042
| – | – | 0.39% | 24 |
|
|
2019
Q1 | $823K | Sell |
17,042
-250
| -1% | -$12.1K | 0.44% | 25 |
|
|
2018
Q4 | $797K | Buy |
+17,292
| New | +$797K | 0.5% | 20 |
|