Retirement Design & 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
2016
Q3
Sell
2016
Q2
$281K Buy
2016
Q1
$250K Hold
2015
Q4
$281K Hold
2015
Q3
$265K Hold
2015
Q2
$291K Sell
2015
Q1
$296K Buy
2014
Q4
$296K Buy