TrueWealth LLC’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
Q2 | $308K | Sell |
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|
2020
Q1 | $364K | Buy |
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|
2019
Q4 | $657K | Buy |
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|
2019
Q3 | $585K | Sell |
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|
2019
Q2 | $580K | Sell |
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|
2019
Q1 | $602K | Hold |
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|
2018
Q4 | $574K | Hold |
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|
2018
Q3 | $655K | Buy |
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|
2018
Q2 | $680K | Sell |
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|
2018
Q1 | $645K | Sell |
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|
2017
Q4 | $827K | Buy |
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