WAOTB
Wealth Advisors of Tampa Bay’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-64,011
| Closed | -$3.09M | – | 75 |
|
|
2019
Q1 | $3.09M | Sell |
64,011
-2,355
| -4% | -$114K | 2.24% | 18 |
|
|
2018
Q4 | $3.06M | Buy |
66,366
+204
| +0.3% | +$9.42K | 2.49% | 13 |
|
|
2018
Q3 | $3.48M | Buy |
66,162
+16,767
| +34% | +$882K | 2.44% | 18 |
|
|
2018
Q2 | $2.78M | Buy |
49,395
+1,471
| +3% | +$82.8K | 2.12% | 23 |
|
|
2018
Q1 | $2.52M | Buy |
47,924
+1,986
| +4% | +$104K | 1.82% | 26 |
|
|
2017
Q4 | $2.85M | Buy |
+45,938
| New | +$2.85M | 1.96% | 24 |
|