Delphi Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $10K | Hold |
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|
2018
Q4 | $10K | Hold |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $12K | Hold |
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|
2018
Q1 | $11K | Sell |
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|
2017
Q4 | $149K | Buy |
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|
2017
Q3 | $25K | Sell |
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|
2017
Q2 | $100K | Buy |
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|
2017
Q1 | $31K | Sell |
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|
2016
Q4 | $60K | Hold |
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|
2016
Q3 | $48K | Sell |
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|
2016
Q2 | $69K | Sell |
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|
2016
Q1 | $75K | Sell |
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|
2015
Q4 | $106K | Buy |
|