Sonora Investment Management’s WELLS FARGO & COMPANY SERIES T WFC.PRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,306
| Closed | -$34K | – | 1821 |
|
|
2020
Q3 | $34K | Buy |
1,306
+1,025
| +365% | +$26.7K | ﹤0.01% | 693 |
|
|
2020
Q2 | $7K | Hold |
281
| – | – | ﹤0.01% | 1259 |
|
|
2020
Q1 | $7K | Sell |
281
-1,719
| -86% | -$42.8K | ﹤0.01% | 1188 |
|
|
2019
Q4 | $51K | Hold |
2,000
| – | – | ﹤0.01% | 516 |
|
|
2019
Q3 | $50K | Hold |
2,000
| – | – | 0.01% | 538 |
|
|
2019
Q2 | $51K | Hold |
2,000
| – | – | 0.01% | 531 |
|
|
2019
Q1 | $51K | Hold |
2,000
| – | – | 0.01% | 481 |
|
|
2018
Q4 | $50K | Hold |
2,000
| – | – | 0.01% | 405 |
|
|
2018
Q3 | $52K | Buy |
+2,000
| New | +$52K | 0.01% | 406 |
|
|
2018
Q1 | – | Sell |
-1,000
| Closed | -$26.5K | – | 1230 |
|
|
2017
Q4 | $26.5K | Hold |
1,000
| – | – | ﹤0.01% | 518 |
|
|
2017
Q3 | $26.2K | Hold |
1,000
| – | – | ﹤0.01% | 469 |
|
|
2017
Q2 | $26.3K | Hold |
1,000
| – | – | 0.01% | 449 |
|
|
2017
Q1 | $26.3K | Hold |
1,000
| – | – | 0.01% | 439 |
|
|
2016
Q4 | $25.1K | Hold |
1,000
| – | – | 0.01% | 410 |
|
|
2016
Q3 | $26.8K | Hold |
1,000
| – | – | 0.01% | 384 |
|
|
2016
Q2 | $26.9K | Hold |
1,000
| – | – | 0.01% | 358 |
|
|
2016
Q1 | $26.6K | Hold |
1,000
| – | – | 0.01% | 404 |
|
|
2015
Q4 | $27K | Hold |
1,000
| – | – | 0.01% | 331 |
|
|
2015
Q3 | $25K | Buy |
+1,000
| New | +$25K | 0.01% | 300 |
|