Roosevelt Investment Group’s Wells Fargo & Co. WFC.PRQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $10.7M | Sell |
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|
2018
Q3 | $12.4M | Sell |
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|
2018
Q2 | $13M | Sell |
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|
2018
Q1 | $13.6M | Sell |
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|
2017
Q4 | $14.2M | Sell |
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|
2017
Q3 | $14.9M | Sell |
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|
2017
Q2 | $15.4M | Sell |
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|
2017
Q1 | $15.5M | Buy |
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|
2016
Q4 | $14.3M | Buy |
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|
2016
Q3 | $14.8M | Buy |
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|
2016
Q2 | $13.9M | Buy |
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|
2016
Q1 | $6.82M | Buy |
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|
2015
Q4 | $6.67M | Buy |
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|
2015
Q3 | $5.79M | Buy |
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|
2015
Q2 | $5.18M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $2.62M | Buy |
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|
2014
Q3 | $2.04M | Sell |
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|
2014
Q2 | $2.21M | Buy |
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|
2014
Q1 | $925K | Buy |
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