LBA Wealth Management’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
Q1 | $116K | Buy |
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|
2016
Q4 | $115K | Sell |
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|
2016
Q3 | $141K | Buy |
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|
2016
Q2 | $148K | Hold |
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|
2016
Q1 | $151K | Sell |
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|
2015
Q4 | $227K | Buy |
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|
2015
Q3 | $151K | Buy |
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|
2015
Q2 | $103K | Hold |
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|
2015
Q1 | $100K | Hold |
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|
2014
Q4 | $100K | Hold |
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|
2014
Q3 | $95K | Hold |
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|
2014
Q2 | $96K | Hold |
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|
2014
Q1 | $91K | Hold |
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|
2013
Q4 | $83K | Buy |
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