Essex Financial Services’s WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat WFC.PRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $326K | Hold |
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|
2018
Q2 | $329K | Hold |
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|
2018
Q1 | $325K | Hold |
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|
2017
Q4 | $333K | Sell |
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|
2017
Q3 | $401K | Buy |
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|
2017
Q2 | $390K | Buy |
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|
2017
Q1 | $331K | Sell |
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|
2016
Q4 | $546K | Buy |
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|
2016
Q3 | $594K | Hold |
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|
2016
Q2 | $611K | Hold |
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|
2016
Q1 | $603K | Buy |
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|
2015
Q4 | $537K | Buy |
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|
2015
Q3 | $493K | Buy |
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