Bridgewater Wealth & Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $411K | Buy |
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|
2017
Q1 | $334K | Hold |
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|
2016
Q4 | $330K | Sell |
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|
2016
Q3 | $290K | Sell |
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|
2016
Q2 | $325K | Sell |
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|
2016
Q1 | $343K | Buy |
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|
2015
Q4 | $330K | Buy |
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|
2015
Q3 | $310K | Buy |
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|
2015
Q2 | $271K | Hold |
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|
2015
Q1 | $262K | Sell |
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|
2014
Q4 | $295K | Buy |
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