Wealth Quarterback’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $9K | Buy |
189
+1
| +0.5% | +$48 | 0.01% | 504 |
|
2021
Q2 | $9K | Buy |
+188
| New | +$9K | 0.01% | 508 |
|
2020
Q2 | – | Sell |
-665
| Closed | -$19.1K | – | 788 |
|
2020
Q1 | $19.1K | Sell |
665
-16,153
| -96% | -$464K | 0.02% | 344 |
|
2019
Q4 | $35.1K | Buy |
+16,818
| New | +$35.1K | 0.03% | 283 |
|