TrueWealth LLC’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $308K | Sell |
12,049
-635
| -5% | -$16.2K | 0.13% | 99 |
|
|
2020
Q1 | $364K | Buy |
12,684
+479
| +4% | +$13.7K | 0.18% | 82 |
|
|
2019
Q4 | $657K | Buy |
12,205
+604
| +5% | +$32.5K | 0.27% | 60 |
|
|
2019
Q3 | $585K | Sell |
11,601
-647
| -5% | -$32.6K | 0.25% | 62 |
|
|
2019
Q2 | $580K | Sell |
12,248
-214
| -2% | -$10.1K | 0.26% | 63 |
|
|
2019
Q1 | $602K | Hold |
12,462
| – | – | 0.28% | 55 |
|
|
2018
Q4 | $574K | Hold |
12,462
| – | – | 0.29% | 53 |
|
|
2018
Q3 | $655K | Buy |
12,462
+195
| +2% | +$10.2K | 0.3% | 48 |
|
|
2018
Q2 | $680K | Sell |
12,267
-41
| -0.3% | -$2.27K | 0.32% | 43 |
|
|
2018
Q1 | $645K | Sell |
12,308
-1,322
| -10% | -$69.3K | 0.33% | 45 |
|
|
2017
Q4 | $827K | Buy |
+13,630
| New | +$827K | 0.39% | 39 |
|