Truvvo Partners’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
Q4 | – | Sell |
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|
2020
Q3 | $330K | Sell |
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|
2020
Q2 | $393K | Buy |
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|
2020
Q1 | $329K | Sell |
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|
2019
Q4 | $724K | Sell |
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|
2019
Q3 | $988K | Hold |
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|
2019
Q2 | $926K | Buy |
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|
2019
Q1 | $556K | Sell |
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|
2018
Q4 | $878K | Buy |
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|
2018
Q3 | $815K | Hold |
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|
2018
Q2 | $860K | Sell |
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|
2018
Q1 | $3.42M | Buy |
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|
2017
Q4 | $3.22M | Hold |
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|
2017
Q3 | $2.93M | Hold |
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|
2017
Q2 | $2.95M | Buy |
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|
2017
Q1 | $1.63M | Sell |
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|
2016
Q4 | $1.85K | Hold |
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|
2016
Q3 | $1.49M | Buy |
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|
2016
Q2 | $1.54M | Sell |
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|
2016
Q1 | $1.82M | Hold |
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|
2015
Q4 | $2.05M | Buy |
|