SimplyRich’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
Q1
Sell
2019
Q4
$857K Buy
2019
Q3
$780K Buy
2019
Q2
$694K Sell
2019
Q1
$800K Buy
2018
Q4
$710K Sell
2018
Q3
$846K Hold
2018
Q2
$892K Hold
2018
Q1
$844K Hold
2017
Q4
$977K Buy