Wealthspire Advisors (Maryland)’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 | $541K | Buy |
|
|||||
|
2020
Q2 | $556K | Sell |
|
|||||
|
2020
Q1 | $698K | Sell |
|
|||||
|
2019
Q4 | $1.71M | Buy |
|
|||||
|
2019
Q3 | $1.41M | Buy |
|
|||||
|
2019
Q2 | $1.27M | Sell |
|
|||||
|
2019
Q1 | $1.49M | Buy |
|
|||||
|
2018
Q4 | $1.35M | Sell |
|
|||||
|
2018
Q3 | $1.85M | Sell |
|
|||||
|
2018
Q2 | $1.99M | Sell |
|
|||||
|
2018
Q1 | $2.05M | Sell |
|
|||||
|
2017
Q4 | $2.78M | Buy |
|
|||||
|
2017
Q3 | $2.06M | Sell |
|
|||||
|
2017
Q2 | $2.11M | Buy |
|
|||||
|
2017
Q1 | $1.79M | Buy |
|
|||||
|
2016
Q4 | $1.44M | Buy |
|
|||||
|
2016
Q3 | $1.1M | Buy |
|
|||||
|
2016
Q2 | $1M | Sell |
|
|||||
|
2016
Q1 | $1.05M | Buy |
|
|||||
|
2015
Q4 | $1.06M | Buy |
|