Rikoon 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 | – | Sell |
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|
2020
Q2 | $252K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $360K | Buy |
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|
2019
Q3 | $207K | Sell |
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|
2019
Q2 | $210K | Buy |
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|
2019
Q1 | $214K | Sell |
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|
2018
Q4 | $229K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $820K | Sell |
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|
2017
Q1 | $873K | Hold |
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|
2016
Q4 | $922K | Sell |
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|
2016
Q3 | $1.37M | Buy |
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