Your Advocates Ltd’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-73
| Closed | -$2.99K | – | 297 |
|
|
2023
Q3 | $2.99K | Hold |
73
| – | – | ﹤0.01% | 175 |
|
|
2023
Q2 | $3.1K | Buy |
73
+1
| +1% | +$42 | ﹤0.01% | 195 |
|
|
2023
Q1 | $2.69K | Hold |
72
| – | – | ﹤0.01% | 162 |
|
|
2022
Q4 | $2.96K | Buy |
72
+1
| +1% | +$41 | ﹤0.01% | 140 |
|
|
2022
Q3 | $3K | Sell |
71
-50
| -41% | -$2.11K | ﹤0.01% | 140 |
|
|
2022
Q2 | $5K | Buy |
121
+71
| +142% | +$2.93K | ﹤0.01% | 120 |
|
|
2022
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 188 |
|
|
2021
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 175 |
|
|
2021
Q1 | – | Sell |
-921
| Closed | -$22K | – | 159 |
|
|
2020
Q4 | $22K | Hold |
921
| – | – | 0.02% | 58 |
|
|
2020
Q3 | $22K | Hold |
921
| – | – | 0.02% | 54 |
|
|
2020
Q2 | $22K | Hold |
921
| – | – | 0.02% | 58 |
|
|
2020
Q1 | $26K | Buy |
+921
| New | +$26K | 0.02% | 46 |
|