Aevitas Wealth Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$336K Sell
2019
Q3
$334K Buy
2019
Q2
$312K Sell
2019
Q1
$832K Buy
2018
Q4
$791K Sell
2018
Q3
$1.29M Buy
2018
Q2
$1.31M Sell
2018
Q1
$1.37M Sell
2017
Q4
$1.68M Buy