Partnervest Advisory Services’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 | $247K | Sell |
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|
2020
Q2 | $297K | Buy |
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|
2020
Q1 | $234K | Buy |
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|
2019
Q4 | $292K | Sell |
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|
2019
Q3 | $344K | Sell |
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|
2019
Q2 | $392K | Buy |
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|
2019
Q1 | $380K | Sell |
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|
2018
Q4 | $695K | Sell |
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|
2018
Q3 | $900K | Buy |
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|
2018
Q2 | $922K | Sell |
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|
2018
Q1 | $880K | Sell |
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|
2017
Q4 | $1.06M | Buy |
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|
2017
Q3 | $958K | Sell |
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|
2017
Q2 | $1.01M | Buy |
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|
2017
Q1 | $993K | Sell |
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|
2016
Q4 | $1.08M | Sell |
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|
2016
Q3 | $957K | Buy |
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|
2016
Q2 | $925K | Buy |
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|
2016
Q1 | $888K | Buy |
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|
2015
Q4 | $701K | Buy |
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|
2015
Q3 | $643K | Sell |
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|
2015
Q2 | $921K | Buy |
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|
2015
Q1 | $858K | Buy |
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|
2014
Q4 | $683K | Sell |
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|
2014
Q3 | $783K | Buy |
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|
2014
Q2 | $763K | Buy |
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|
2014
Q1 | $705K | Buy |
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|
2013
Q4 | $478K | Sell |
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|
2013
Q3 | $464K | Buy |
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|
2013
Q2 | $375K | Buy |
|