Clear Perspective Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $337K | Sell |
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|
2021
Q3 | $332K | Hold |
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|
2021
Q2 | $324K | Sell |
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|
2021
Q1 | $438K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.31K | Sell |
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|
2020
Q2 | $366K | Sell |
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|
2020
Q1 | $549K | Sell |
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|
2019
Q4 | $1.43M | Sell |
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|
2019
Q3 | $2.82M | Buy |
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|
2019
Q2 | $1.4M | Sell |
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|
2019
Q1 | $1.47M | Sell |
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|
2018
Q4 | $1.51M | Sell |
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|
2018
Q3 | $1.78M | Buy |
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|
2018
Q2 | $1.86M | Buy |
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|
2018
Q1 | $1.7M | Sell |
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|
2017
Q4 | $2.41M | Buy |
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|
2017
Q3 | $2.16M | Buy |
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|
2017
Q2 | $2.02M | Buy |
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|
2017
Q1 | $1.94M | Sell |
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|
2016
Q4 | $2.05M | Buy |
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