Gary Goldberg Planning Services’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
$43K Hold
2014
Q3
$41K Buy
2014
Q2
$34K Buy
2014
Q1
$5K Sell
2013
Q4
$9K Hold
2013
Q3
$8K Hold
2013
Q2
$8K Buy