Northstar Wealth Partners’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 | $248K | Sell |
|
|||||
|
2020
Q2 | $292K | Sell |
|
|||||
|
2020
Q1 | $439K | Sell |
|
|||||
|
2019
Q4 | $1.02M | Buy |
|
|||||
|
2019
Q3 | $814K | Sell |
|
|||||
|
2019
Q2 | $794K | Buy |
|
|||||
|
2019
Q1 | $725K | Hold |
|
|||||
|
2018
Q4 | $691K | Buy |
|
|||||
|
2018
Q3 | $766K | Sell |
|
|||||
|
2018
Q2 | $811K | Sell |
|
|||||
|
2018
Q1 | $775K | Buy |
|
|||||
|
2017
Q4 | $538K | Sell |
|
|||||
|
2017
Q3 | $524K | Sell |
|
|||||
|
2017
Q2 | $745K | Hold |
|
|||||
|
2017
Q1 | $737K | Buy |
|