SFWA
Summit Financial Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,161
| Closed | -$218K | – | 147 |
|
|
2018
Q1 | $218K | Sell |
4,161
-27,510
| -87% | -$1.44M | 0.07% | 130 |
|
|
2017
Q4 | $1.92M | Buy |
31,671
+5,506
| +21% | +$334K | 0.66% | 47 |
|
|
2017
Q3 | $1.44M | Sell |
26,165
-2,759
| -10% | -$152K | 0.52% | 52 |
|
|
2017
Q2 | $1.6M | Buy |
28,924
+7,851
| +37% | +$435K | 0.63% | 50 |
|
|
2017
Q1 | $1.17M | Buy |
21,073
+490
| +2% | +$27.3K | 0.51% | 54 |
|
|
2016
Q4 | $1.13M | Sell |
20,583
-17,825
| -46% | -$982K | 0.5% | 56 |
|
|
2016
Q3 | $1.7M | Buy |
38,408
+14,601
| +61% | +$647K | 0.74% | 40 |
|
|
2016
Q2 | $1.13M | Sell |
23,807
-167
| -0.7% | -$7.91K | 0.47% | 52 |
|
|
2016
Q1 | $1.16M | Buy |
23,974
+463
| +2% | +$22.4K | 0.51% | 50 |
|
|
2015
Q4 | $1.28M | Buy |
23,511
+22,976
| +4,295% | +$1.25M | 0.58% | 45 |
|
|
2015
Q3 | $27K | Sell |
535
-230
| -30% | -$11.6K | 0.02% | 149 |
|
|
2015
Q2 | $43K | Buy |
765
+230
| +43% | +$12.9K | 0.03% | 155 |
|
|
2015
Q1 | $30K | Buy |
+535
| New | +$30K | 0.02% | 147 |
|