SWM
Selective Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,167
| Closed | -$87K | – | 730 |
|
|
2022
Q3 | $87K | Buy |
2,167
+1,425
| +192% | +$57.2K | 0.04% | 227 |
|
|
2022
Q2 | $29K | Hold |
742
| – | – | 0.01% | 412 |
|
|
2022
Q1 | $36K | Sell |
742
-198
| -21% | -$9.61K | 0.01% | 361 |
|
|
2021
Q4 | $45K | Hold |
940
| – | – | 0.02% | 290 |
|
|
2021
Q3 | $44K | Sell |
940
-464
| -33% | -$21.7K | 0.02% | 271 |
|
|
2021
Q2 | $64K | Sell |
1,404
-672
| -32% | -$30.6K | 0.05% | 164 |
|
|
2021
Q1 | $81K | Buy |
2,076
+414
| +25% | +$16.2K | 0.07% | 95 |
|
|
2020
Q4 | $50K | Buy |
1,662
+39
| +2% | +$1.17K | 0.03% | 110 |
|
|
2020
Q3 | $38K | Hold |
1,623
| – | – | 0.03% | 111 |
|
|
2020
Q2 | $42K | Buy |
1,623
+1,127
| +227% | +$29.2K | 0.03% | 122 |
|
|
2020
Q1 | $14K | Buy |
496
+198
| +66% | +$5.59K | 0.02% | 131 |
|
|
2019
Q4 | $16K | Hold |
298
| – | – | 0.02% | 137 |
|
|
2019
Q3 | $15K | Buy |
+298
| New | +$15K | 0.02% | 143 |
|
|
2018
Q3 | $10K | Buy |
+199
| New | +$10K | 0.12% | 89 |
|