UFA
US Financial Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,461
| Closed | -$362K | – | 82 |
|
|
2022
Q1 | $362K | Hold |
7,461
| – | – | 0.17% | 46 |
|
|
2021
Q4 | $358K | Hold |
7,461
| – | – | 0.16% | 46 |
|
|
2021
Q3 | $346K | Hold |
7,461
| – | – | 0.17% | 42 |
|
|
2021
Q2 | $338K | Sell |
7,461
-22
| -0.3% | -$997 | 0.16% | 44 |
|
|
2021
Q1 | $292K | Buy |
+7,483
| New | +$292K | 0.08% | 121 |
|
|
2016
Q2 | – | Sell |
-1,398
| Closed | -$68K | – | 395 |
|
|
2016
Q1 | $68K | Buy |
1,398
+735
| +111% | +$35.8K | 0.12% | 78 |
|
|
2015
Q4 | $36K | Buy |
663
+441
| +199% | +$23.9K | 0.03% | 172 |
|
|
2015
Q3 | $11K | Buy |
222
+25
| +13% | +$1.24K | 0.02% | 256 |
|
|
2015
Q2 | $11K | Buy |
197
+28
| +17% | +$1.56K | 0.01% | 231 |
|
|
2015
Q1 | $9K | Hold |
169
| – | – | 0.01% | 273 |
|
|
2014
Q4 | $9K | Buy |
+169
| New | +$9K | 0.01% | 251 |
|