RPg Family Wealth Advisory’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,339
| Closed | -$81.2K | – | 293 |
|
|
2017
Q4 | $81.2K | Buy |
1,339
+340
| +34% | +$20.6K | 0.07% | 79 |
|
|
2017
Q3 | $55.1K | Sell |
999
-188
| -16% | -$10.4K | 0.05% | 130 |
|
|
2017
Q2 | $65.8K | Buy |
1,187
+81
| +7% | +$4.49K | 0.06% | 109 |
|
|
2017
Q1 | $61.6K | Buy |
1,106
+477
| +76% | +$26.5K | 0.05% | 117 |
|
|
2016
Q4 | $34.7K | Buy |
629
+246
| +64% | +$13.6K | 0.03% | 145 |
|
|
2016
Q3 | $17K | Sell |
383
-40
| -9% | -$1.77K | 0.01% | 197 |
|
|
2016
Q2 | $20K | Sell |
423
-1,519
| -78% | -$71.9K | 0.01% | 193 |
|
|
2016
Q1 | $93.9K | Buy |
1,942
+1,729
| +812% | +$83.6K | 0.07% | 91 |
|
|
2015
Q4 | $11.6K | Buy |
+213
| New | +$11.6K | 0.01% | 183 |
|