Ten Capital Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $269K | Buy |
6,322
+19
| +0.3% | +$808 | 0.08% | 107 |
|
|
2023
Q1 | $236K | Hold |
6,303
| – | – | 0.08% | 96 |
|
|
2022
Q4 | $260K | Hold |
6,303
| – | – | 0.1% | 73 |
|
|
2022
Q3 | $254K | Hold |
6,303
| – | – | 0.12% | 66 |
|
|
2022
Q2 | $247K | Sell |
6,303
-131
| -2% | -$5.13K | 0.11% | 65 |
|
|
2022
Q1 | $312K | Hold |
6,434
| – | – | 0.13% | 59 |
|
|
2021
Q4 | $309K | Buy |
6,434
+100
| +2% | +$4.8K | 0.13% | 53 |
|
|
2021
Q3 | $294K | Hold |
6,334
| – | – | 0.14% | 51 |
|
|
2021
Q2 | $287K | Hold |
6,334
| – | – | 0.07% | 115 |
|
|
2021
Q1 | $247K | Hold |
6,334
| – | – | 0.06% | 119 |
|
|
2020
Q4 | $191K | Buy |
+6,334
| New | +$191K | 0.05% | 126 |
|