Tiedemann Trust’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $415K | Hold |
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|
2016
Q1 | $424K | Buy |
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|
2015
Q4 | $395K | Hold |
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|
2015
Q3 | $373K | Hold |
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|
2015
Q2 | $409K | Sell |
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|
2015
Q1 | $400K | Buy |
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|
2014
Q4 | $402K | Hold |
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|
2014
Q3 | $381K | Buy |
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|
2014
Q2 | $381K | Sell |
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|
2014
Q1 | $403 | Sell |
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|
2013
Q4 | $368K | Buy |
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|
2013
Q3 | $274K | Sell |
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|
2013
Q2 | $892K | Buy |
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