Independence Trust’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3.13M | Sell |
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|
2017
Q2 | $3.16M | Buy |
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|
2017
Q1 | $2.73M | Hold |
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|
2016
Q4 | $2.71M | Sell |
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|
2016
Q3 | $2.25M | Sell |
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|
2016
Q2 | $2.9M | Sell |
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|
2016
Q1 | $2.96M | Sell |
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|
2015
Q4 | $3.73M | Buy |
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|
2015
Q3 | $3.48M | Buy |
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|
2015
Q2 | $3.32M | Sell |
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|
2015
Q1 | $3.24M | Sell |
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|
2014
Q4 | $3.26M | Sell |
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|
2014
Q3 | $3.1M | Sell |
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|
2014
Q2 | $3.36M | Sell |
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|
2014
Q1 | $3.19M | Hold |
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|
2013
Q4 | $2.91M | Sell |
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|
2013
Q3 | $2.69M | Buy |
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|
2013
Q2 | $2.67M | Buy |
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