LifePlan Financial Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $54K | Hold |
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|
2020
Q2 | $59K | Hold |
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|
2020
Q1 | $66K | Hold |
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|
2019
Q4 | $123K | Hold |
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|
2019
Q3 | $116K | Hold |
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|
2019
Q2 | $109K | Hold |
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|
2019
Q1 | $111K | Hold |
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|
2018
Q4 | $106K | Sell |
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|
2018
Q3 | $126K | Hold |
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|
2018
Q2 | $133K | Sell |
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|
2018
Q1 | $126K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $112K | Hold |
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|
2013
Q4 | $103K | Hold |
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|
2013
Q3 | $93K | Hold |
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|
2013
Q2 | $93K | Buy |
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