Shine Investment 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 | $87K | Buy |
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|
2020
Q2 | $85K | Sell |
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|
2020
Q1 | $153K | Buy |
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|
2019
Q4 | $246K | Buy |
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|
2019
Q3 | $200K | Buy |
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|
2019
Q2 | $187K | Buy |
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|
2019
Q1 | $190K | Buy |
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|
2018
Q4 | $181K | Buy |
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|
2018
Q3 | $205K | Sell |
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|
2018
Q2 | $227K | Buy |
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|
2018
Q1 | $214K | Buy |
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|
2017
Q4 | $233K | Sell |
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|
2017
Q3 | $216K | Buy |
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|
2017
Q2 | $212K | Sell |
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|
2017
Q1 | $237K | Buy |
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