Wealthstreet Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-57,856
| Closed | -$2.26M | – | 326 |
|
|
2021
Q1 | $2.26M | Buy |
57,856
+57
| +0.1% | +$2.23K | 0.22% | 109 |
|
|
2020
Q4 | $1.74M | Sell |
57,799
-7,737
| -12% | -$233K | 0.18% | 124 |
|
|
2020
Q3 | $1.54M | Sell |
65,536
-6,267
| -9% | -$147K | 0.17% | 120 |
|
|
2020
Q2 | $1.84M | Buy |
71,803
+19,125
| +36% | +$490K | 0.23% | 98 |
|
|
2020
Q1 | $1.51M | Sell |
52,678
-832
| -2% | -$23.9K | 0.22% | 100 |
|
|
2019
Q4 | $2.88M | Hold |
53,510
| – | – | 0.34% | 70 |
|
|
2019
Q3 | $2.79M | Sell |
53,510
-5,300
| -9% | -$277K | 0.36% | 67 |
|
|
2019
Q2 | $2.78M | Sell |
58,810
-205
| -0.3% | -$9.7K | 0.36% | 70 |
|
|
2019
Q1 | $2.85M | Sell |
59,015
-300
| -0.5% | -$14.5K | 0.38% | 68 |
|
|
2018
Q4 | $2.96M | Sell |
59,315
-2,452
| -4% | -$122K | 0.41% | 63 |
|
|
2018
Q3 | $3.25M | Hold |
61,767
| – | – | 0.4% | 67 |
|
|
2018
Q2 | $3.42M | Sell |
61,767
-867
| -1% | -$48.1K | 0.45% | 59 |
|
|
2018
Q1 | $3.28M | Buy |
62,634
+4,796
| +8% | +$251K | 0.41% | 60 |
|
|
2017
Q4 | $3.51M | Buy |
+57,838
| New | +$3.51M | 0.42% | 61 |
|