Shine Investment Advisory Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $87K | Buy |
3,706
+400
| +12% | +$9.39K | 0.03% | 212 |
|
|
2020
Q2 | $85K | Sell |
3,306
-2,009
| -38% | -$51.7K | 0.03% | 216 |
|
|
2020
Q1 | $153K | Buy |
5,315
+741
| +16% | +$21.3K | 0.07% | 129 |
|
|
2019
Q4 | $246K | Buy |
4,574
+619
| +16% | +$33.3K | 0.1% | 109 |
|
|
2019
Q3 | $200K | Buy |
3,955
+13
| +0.3% | +$657 | 0.09% | 112 |
|
|
2019
Q2 | $187K | Buy |
3,942
+12
| +0.3% | +$569 | 0.09% | 118 |
|
|
2019
Q1 | $190K | Buy |
3,930
+11
| +0.3% | +$532 | 0.09% | 124 |
|
|
2018
Q4 | $181K | Buy |
3,919
+10
| +0.3% | +$462 | 0.09% | 113 |
|
|
2018
Q3 | $205K | Sell |
3,909
-178
| -4% | -$9.34K | 0.11% | 106 |
|
|
2018
Q2 | $227K | Buy |
4,087
+8
| +0.2% | +$444 | 0.12% | 96 |
|
|
2018
Q1 | $214K | Buy |
4,079
+241
| +6% | +$12.6K | 0.11% | 96 |
|
|
2017
Q4 | $233K | Sell |
3,838
-77
| -2% | -$4.68K | 0.12% | 94 |
|
|
2017
Q3 | $216K | Buy |
3,915
+94
| +2% | +$5.19K | 0.11% | 97 |
|
|
2017
Q2 | $212K | Sell |
3,821
-442
| -10% | -$24.5K | 0.11% | 93 |
|
|
2017
Q1 | $237K | Buy |
+4,263
| New | +$237K | 0.16% | 76 |
|