Strategic Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $353K | Sell |
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|
2021
Q1 | $421K | Hold |
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|
2020
Q4 | $422K | Sell |
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|
2020
Q3 | $474K | Sell |
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|
2020
Q2 | $587K | Sell |
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|
2020
Q1 | $958K | Hold |
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|
2019
Q4 | $958K | Buy |
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|
2019
Q3 | $913 | Buy |
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|
2019
Q2 | $865K | Sell |
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|
2019
Q1 | $918K | Buy |
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|
2018
Q4 | $737K | Buy |
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|
2018
Q3 | $552K | Buy |
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|
2018
Q2 | $535K | Buy |
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