SMFS
Squar Milner Financial Services’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-13,046
| Closed | -$334K | – | 195 |
|
|
2020
Q2 | $334K | Sell |
13,046
-3,143
| -19% | -$80.5K | 0.19% | 135 |
|
|
2020
Q1 | $464K | Buy |
16,189
+2,364
| +17% | +$67.8K | 0.28% | 72 |
|
|
2019
Q4 | $743K | Sell |
13,825
-332
| -2% | -$17.8K | 0.37% | 50 |
|
|
2019
Q3 | $333K | Buy |
14,157
+2,622
| +23% | +$61.7K | 0.17% | 146 |
|
|
2019
Q2 | $546K | Buy |
11,535
+20
| +0.2% | +$947 | 0.37% | 56 |
|
|
2019
Q1 | $556K | Buy |
11,515
+340
| +3% | +$16.4K | 0.41% | 48 |
|
|
2018
Q4 | $515K | Hold |
11,175
| – | – | 0.49% | 42 |
|
|
2018
Q3 | $587K | Sell |
11,175
-3,607
| -24% | -$189K | 0.53% | 37 |
|
|
2018
Q2 | $820K | Hold |
14,782
| – | – | 0.72% | 25 |
|
|
2018
Q1 | $775K | Buy |
14,782
+2,011
| +16% | +$105K | 0.98% | 22 |
|
|
2017
Q4 | $841K | Buy |
+12,771
| New | +$841K | 1.02% | 22 |
|