TWA
TPB Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,124
| Closed | -$212K | – | 49 |
|
|
2022
Q4 | $212K | Buy |
5,124
+2
| +0% | +$83 | 0.11% | 44 |
|
|
2022
Q3 | $206K | Buy |
5,122
+2
| +0% | +$80 | 0.1% | 43 |
|
|
2022
Q2 | $201K | Buy |
5,120
+2
| +0% | +$79 | 0.09% | 49 |
|
|
2022
Q1 | $248K | Buy |
5,118
+1
| +0% | +$48 | 0.09% | 41 |
|
|
2021
Q4 | $246K | Sell |
5,117
-90
| -2% | -$4.33K | 0.12% | 42 |
|
|
2021
Q3 | $242K | Buy |
5,207
+93
| +2% | +$4.32K | 0.18% | 36 |
|
|
2021
Q2 | $232K | Buy |
+5,114
| New | +$232K | 0.15% | 38 |
|