Tradition Wealth Management’s Wells Fargo & Co. WFC.PRQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-263
| Closed | -$7K | – | 1415 |
|
|
2023
Q2 | $7K | Hold |
263
| – | – | ﹤0.01% | 1141 |
|
|
2023
Q1 | $6K | Sell |
263
-238
| -48% | -$5.43K | ﹤0.01% | 1129 |
|
|
2022
Q4 | $12K | Hold |
501
| – | – | ﹤0.01% | 874 |
|
|
2022
Q3 | $11K | Hold |
501
| – | – | ﹤0.01% | 919 |
|
|
2022
Q2 | $12K | Hold |
501
| – | – | ﹤0.01% | 787 |
|
|
2022
Q1 | $13K | Hold |
501
| – | – | ﹤0.01% | 842 |
|
|
2021
Q4 | $13K | Hold |
501
| – | – | ﹤0.01% | 855 |
|
|
2021
Q3 | $14K | Hold |
501
| – | – | ﹤0.01% | 828 |
|
|
2021
Q2 | $14K | Buy |
+501
| New | +$14K | ﹤0.01% | 862 |
|