Integrated Wealth Counsel’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $133K | Hold |
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|
2016
Q3 | $107K | Buy |
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|
2016
Q2 | $97K | Hold |
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|
2016
Q1 | $99K | Buy |
|
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|
2015
Q4 | $54K | Sell |
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|
2015
Q3 | $67K | Hold |
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|
2015
Q2 | $74K | Sell |
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|
2015
Q1 | $88K | Sell |
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|
2014
Q4 | $105K | Sell |
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|
2014
Q3 | $242K | Sell |
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|
2014
Q2 | $1.13M | Sell |
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|
2014
Q1 | $1.21M | Sell |
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|
2013
Q4 | $1.16M | Sell |
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|
2013
Q3 | $1.11M | Sell |
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|
2013
Q2 | $1.21M | Buy |
|