Colony Group’s WELLS FARGO & COMPANY SERIES T WFC.PRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $212K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $275K | Sell |
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|
2017
Q4 | $344K | Sell |
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|
2017
Q3 | $349K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $300K | Buy |
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|
2015
Q3 | $215K | Hold |
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|
2015
Q2 | $215K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $228K | Hold |
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|
2014
Q3 | $224K | Buy |
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