REDW Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,421
| Closed | -$260K | – | 130 |
|
|
2021
Q4 | $260K | Hold |
5,421
| – | – | 0.08% | 100 |
|
|
2021
Q3 | $252K | Hold |
5,421
| – | – | 0.08% | 95 |
|
|
2021
Q2 | $246K | Hold |
5,421
| – | – | 0.08% | 99 |
|
|
2021
Q1 | $212K | Buy |
+5,421
| New | +$212K | 0.07% | 107 |
|
|
2020
Q1 | – | Sell |
-4,500
| Closed | -$242K | – | 84 |
|
|
2019
Q4 | $242K | Hold |
4,500
| – | – | 0.13% | 70 |
|
|
2019
Q3 | $227K | Hold |
4,500
| – | – | 0.13% | 73 |
|
|
2019
Q2 | $213K | Hold |
4,500
| – | – | 0.13% | 78 |
|
|
2019
Q1 | $217K | Hold |
4,500
| – | – | 0.13% | 78 |
|
|
2018
Q4 | $207K | Hold |
4,500
| – | – | 0.14% | 75 |
|
|
2018
Q3 | $237K | Hold |
4,500
| – | – | 0.16% | 72 |
|
|
2018
Q2 | $249K | Buy |
+4,500
| New | +$249K | 0.18% | 68 |
|