Squar Milner Financial 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 | – | Sell |
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|
2020
Q2 | $334K | Sell |
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|
2020
Q1 | $464K | Buy |
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|
2019
Q4 | $743K | Sell |
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|
2019
Q3 | $333K | Buy |
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|
2019
Q2 | $546K | Buy |
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|
2019
Q1 | $556K | Buy |
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|
2018
Q4 | $515K | Hold |
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|
2018
Q3 | $587K | Sell |
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|
2018
Q2 | $820K | Hold |
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|
2018
Q1 | $775K | Buy |
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|
2017
Q4 | $841K | Buy |
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