SHJ
Sharkey, Howes & Javer’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-13,902
| Closed | -$645K | – | 83 |
|
|
2021
Q3 | $645K | Hold |
13,902
| – | – | 0.17% | 52 |
|
|
2021
Q2 | $630K | Hold |
13,902
| – | – | 0.17% | 53 |
|
|
2021
Q1 | $543K | Hold |
13,902
| – | – | 0.17% | 52 |
|
|
2020
Q4 | $420K | Sell |
13,902
-2
| -0% | -$60 | 0.14% | 54 |
|
|
2020
Q3 | $327K | Buy |
13,904
+2,517
| +22% | +$59.2K | 0.12% | 56 |
|
|
2020
Q2 | $292K | Hold |
11,387
| – | – | 0.13% | 56 |
|
|
2020
Q1 | $327K | Buy |
11,387
+4,795
| +73% | +$138K | 0.17% | 51 |
|
|
2019
Q4 | $355K | Hold |
6,592
| – | – | 0.15% | 49 |
|
|
2019
Q3 | $332K | Hold |
6,592
| – | – | 0.14% | 47 |
|
|
2019
Q2 | $312K | Hold |
6,592
| – | – | 0.14% | 43 |
|
|
2019
Q1 | $319K | Sell |
6,592
-18,000
| -73% | -$871K | 0.15% | 44 |
|
|
2018
Q4 | $1.13M | Buy |
24,592
+20,955
| +576% | +$965K | 0.74% | 20 |
|
|
2018
Q3 | $191K | Hold |
3,637
| – | – | 0.1% | 52 |
|
|
2018
Q2 | $202K | Sell |
3,637
-8
| -0.2% | -$444 | 0.11% | 40 |
|
|
2018
Q1 | $191K | Sell |
3,645
-992
| -21% | -$52K | 0.11% | 35 |
|
|
2017
Q4 | $281K | Buy |
4,637
+31
| +0.7% | +$1.88K | 0.16% | 29 |
|
|
2017
Q3 | $256K | Buy |
4,606
+36
| +0.8% | +$2K | 0.13% | 34 |
|
|
2017
Q2 | $253K | Sell |
4,570
-87
| -2% | -$4.82K | 0.14% | 31 |
|
|
2017
Q1 | $259K | Sell |
4,657
-844
| -15% | -$46.9K | 0.14% | 31 |
|
|
2016
Q4 | $303K | Sell |
5,501
-458
| -8% | -$25.2K | 0.18% | 27 |
|
|
2016
Q3 | $264K | Buy |
5,959
+44
| +0.7% | +$1.95K | 0.16% | 27 |
|
|
2016
Q2 | $280K | Buy |
5,915
+44
| +0.7% | +$2.08K | 0.17% | 28 |
|
|
2016
Q1 | $284K | Buy |
5,871
+45
| +0.8% | +$2.18K | 0.21% | 29 |
|
|
2015
Q4 | $317K | Sell |
5,826
-21
| -0.4% | -$1.14K | 0.22% | 30 |
|
|
2015
Q3 | $308K | Buy |
5,847
+101
| +2% | +$5.32K | 0.24% | 30 |
|
|
2015
Q2 | $323K | Sell |
5,746
-1,742
| -23% | -$97.9K | 0.24% | 19 |
|
|
2015
Q1 | $407K | Buy |
+7,488
| New | +$407K | 0.26% | 27 |
|