PWA
Phoenix Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,362
| Closed | -$256K | – | 123 |
|
|
2022
Q3 | $256K | Hold |
6,362
| – | – | 0.26% | 82 |
|
|
2022
Q2 | $249K | Buy |
+6,362
| New | +$249K | 0.25% | 96 |
|
|
2022
Q1 | – | Sell |
-6,362
| Closed | -$305K | – | 132 |
|
|
2021
Q4 | $305K | Hold |
6,362
| – | – | 0.23% | 90 |
|
|
2021
Q3 | $295K | Hold |
6,362
| – | – | 0.22% | 91 |
|
|
2021
Q2 | $277K | Hold |
6,362
| – | – | 0.2% | 99 |
|
|
2021
Q1 | $252K | Hold |
6,362
| – | – | 0.2% | 100 |
|
|
2020
Q4 | $192K | Buy |
+6,362
| New | +$192K | 0.15% | 112 |
|