RMR Wealth Builders’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,550
| Closed | -$61K | – | 709 |
|
|
2021
Q1 | $61K | Buy |
1,550
+568
| +58% | +$22.4K | 0.02% | 338 |
|
|
2020
Q4 | $30K | Buy |
+982
| New | +$30K | 0.01% | 312 |
|
|
2020
Q3 | – | Sell |
-3,884
| Closed | -$99K | – | 466 |
|
|
2020
Q2 | $99K | Buy |
+3,884
| New | +$99K | 0.09% | 171 |
|
|
2019
Q4 | $1.1M | Buy |
+20,489
| New | +$1.1M | 1.06% | 25 |
|