RWA
RGT Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $544K | Buy |
13,532
+2,432
| +22% | +$97.8K | 0.09% | 38 |
|
|
2022
Q2 | $435K | Sell |
11,100
-2,477
| -18% | -$97.1K | 0.07% | 58 |
|
|
2022
Q1 | $658K | Buy |
13,577
+32
| +0.2% | +$1.55K | 0.1% | 49 |
|
|
2021
Q4 | $650K | Sell |
13,545
-738
| -5% | -$35.4K | 0.1% | 50 |
|
|
2021
Q3 | $663K | Buy |
14,283
+738
| +5% | +$34.3K | 0.13% | 23 |
|
|
2021
Q2 | $613K | Sell |
13,545
-98
| -0.7% | -$4.44K | 0.11% | 24 |
|
|
2021
Q1 | $533K | Sell |
13,643
-767
| -5% | -$30K | 0.1% | 24 |
|
|
2020
Q4 | $435K | Buy |
14,410
+622
| +5% | +$18.8K | 0.09% | 37 |
|
|
2020
Q3 | $324K | Buy |
13,788
+183
| +1% | +$4.3K | 0.08% | 24 |
|
|
2020
Q2 | $348K | Sell |
13,605
-10,000
| -42% | -$256K | 0.1% | 26 |
|
|
2020
Q1 | $677K | Buy |
23,605
+60
| +0.3% | +$1.72K | 0.43% | 12 |
|
|
2019
Q4 | $1.27M | Sell |
23,545
-740
| -3% | -$39.8K | 3.82% | 8 |
|
|
2019
Q3 | $1.23M | Sell |
24,285
-927
| -4% | -$46.8K | 3.56% | 9 |
|
|
2019
Q2 | $1.19M | Buy |
+25,212
| New | +$1.19M | 3.76% | 9 |
|
|
2018
Q2 | – | Sell |
-21,499
| Closed | -$1.13M | – | 90 |
|
|
2018
Q1 | $1.13M | Sell |
21,499
-3,615
| -14% | -$190K | 0.54% | 25 |
|
|
2017
Q4 | $1.52M | Buy |
25,114
+823
| +3% | +$49.9K | 0.82% | 19 |
|
|
2017
Q3 | $1.34M | Sell |
24,291
-35
| -0.1% | -$1.93K | 0.89% | 20 |
|
|
2017
Q2 | $1.35M | Buy |
+24,326
| New | +$1.35M | 0.92% | 19 |
|
|
2017
Q1 | – | Sell |
-27,987
| Closed | -$1.54M | – | 138 |
|
|
2016
Q4 | $1.54M | Sell |
27,987
-200
| -0.7% | -$11K | 0.87% | 20 |
|
|
2016
Q3 | $1.25M | Buy |
+28,187
| New | +$1.25M | 0.77% | 19 |
|