Wealthstreet Investment Advisors’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-57,856	Closed	-$2.26M	–	326
2021 Q1	$2.26M	Buy	57,856 +57	+0.1%	+$2.02K	0.22%	109
2020 Q4	$1.74M	Sell	57,799 -7,737	-12%	-$200K	0.18%	124
2020 Q3	$1.54M	Sell	65,536 -6,267	-9%	-$154K	0.17%	120
2020 Q2	$1.84M	Buy	71,803 +19,125	+36%	+$523K	0.23%	98
2020 Q1	$1.51M	Sell	52,678 -832	-2%	-$35.4K	0.22%	100
2019 Q4	$2.88M	Hold	53,510	–	–	0.34%	70
2019 Q3	$2.79M	Sell	53,510 -5,300	-9%	-$250K	0.36%	67
2019 Q2	$2.78M	Sell	58,810 -205	-0.3%	-$9.59K	0.36%	70
2019 Q1	$2.85M	Sell	59,015 -300	-0.5%	-$14.8K	0.38%	68
2018 Q4	$2.96M	Sell	59,315 -2,452	-4%	-$126K	0.41%	63
2018 Q3	$3.25M	Hold	61,767	–	–	0.4%	67
2018 Q2	$3.42M	Sell	61,767 -867	-1%	-$46.4K	0.45%	59
2018 Q1	$3.28M	Buy	62,634 +4,796	+8%	+$285K	0.41%	60
2017 Q4	$3.51M	Buy	+57,838	New	+$3.27M	0.42%	61