Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $614K | Buy |
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|
2021
Q2 | $585K | Sell |
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|
2021
Q1 | $518K | Sell |
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|
2020
Q4 | $404K | Sell |
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|
2020
Q3 | $397K | Sell |
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|
2020
Q2 | $657K | Sell |
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|
2020
Q1 | $810K | Buy |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $1.09M | Sell |
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|
2019
Q1 | $1.2M | Buy |
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|
2018
Q4 | $1.11M | Buy |
|