SBA
Secrest Blakey & Associates’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-16,461
| Closed | -$421K | – | 65 |
|
|
2020
Q2 | $421K | Buy |
16,461
+480
| +3% | +$12.3K | 1.02% | 36 |
|
|
2020
Q1 | $459K | Sell |
15,981
-745
| -4% | -$21.4K | 1.25% | 30 |
|
|
2019
Q4 | $900K | Sell |
16,726
-12,047
| -42% | -$648K | 1.98% | 19 |
|
|
2019
Q3 | $1.45M | Buy |
28,773
+231
| +0.8% | +$11.6K | 1.2% | 24 |
|
|
2019
Q2 | $1.35M | Buy |
28,542
+3,388
| +13% | +$160K | 1.18% | 24 |
|
|
2019
Q1 | $1.22M | Sell |
25,154
-589
| -2% | -$28.5K | 1.18% | 25 |
|
|
2018
Q4 | $1.19M | Sell |
25,743
-378
| -1% | -$17.4K | 0.99% | 29 |
|
|
2018
Q3 | $1.37M | Sell |
26,121
-2,168
| -8% | -$114K | 1.06% | 25 |
|
|
2018
Q2 | $1.57M | Sell |
28,289
-6,891
| -20% | -$382K | 1.23% | 18 |
|
|
2018
Q1 | $1.84M | Sell |
35,180
-5,477
| -13% | -$287K | 1.58% | 15 |
|
|
2017
Q4 | $2.47M | Buy |
+40,657
| New | +$2.47M | 2% | 12 |
|