Ken Stern & Associates’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $432K | Buy |
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|
2018
Q2 | $456K | Sell |
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|
2018
Q1 | $467K | Sell |
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|
2017
Q4 | $547K | Sell |
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|
2017
Q3 | $500K | Sell |
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|
2017
Q2 | $510K | Buy |
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|
2017
Q1 | $499K | Buy |
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|
2016
Q4 | $510K | Buy |
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|
2016
Q3 | $386K | Buy |
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|
2016
Q2 | $413K | Buy |
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|
2016
Q1 | $417K | Buy |
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|
2015
Q4 | $424K | Buy |
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