TVWM
Tower View Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-408
| Closed | -$15K | – | 191 |
|
|
2023
Q1 | $15K | Buy |
408
+3
| +0.7% | +$110 | 0.01% | 107 |
|
|
2022
Q4 | $17K | Buy |
405
+2
| +0.5% | +$84 | 0.01% | 105 |
|
|
2022
Q3 | $16K | Buy |
403
+3
| +0.8% | +$119 | 0.01% | 107 |
|
|
2022
Q2 | $16K | Hold |
400
| – | – | 0.01% | 104 |
|
|
2022
Q1 | $19K | Sell |
400
-100
| -20% | -$4.75K | 0.01% | 127 |
|
|
2021
Q4 | $24K | Hold |
500
| – | – | 0.01% | 123 |
|
|
2021
Q3 | $23K | Buy |
+500
| New | +$23K | 0.01% | 131 |
|