IVC WEALTH ADVISORS LLC – Wells Fargo & Company Transaction History
IVC WEALTH ADVISORS LLC portfolio value:
$348,000
portfolio value
IVC WEALTH ADVISORS LLC quarter portfolio value change:
+2.68%
quarter
Wells Fargo & Company 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +0.19% | 16 shares | 10K | $40.22 | 8.64K |
Q2 2022 | share | Decrease | -43.54% | -6.65K shares | -403K | $39.17 | 8.63K |
Q1 2022 | share | 0.00% | 0 shares | 0 | $48.46 | 15.30K | |
Q4 2021 | share | Increase | +0.05% | 7 shares | 24K | $48.1 | 15.30K |
Q3 2021 | share | Increase | +0.05% | 8 shares | 18K | $46.23 | 15.29K |
Q2 2021 | share | Increase | +0.03% | 4 shares | 95K | $44.92 | 15.28K |
Q1 2021 | share | Decrease | -3.14% | -496 shares | 121K | $38.67 | 15.28K |
Q4 2020 | share | Increase | 0.00% | 15.77K shares | 476K | $29.78 | 15.77K |