Wells Fargo’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $19.5M | Sell |
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|
2017
Q4 | $22M | Sell |
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|
2017
Q3 | $20.9M | Sell |
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|
2017
Q2 | $20.6M | Sell |
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|
2017
Q1 | $20.3M | Sell |
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|
2016
Q4 | $19.7M | Buy |
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|
2016
Q3 | $15.5M | Buy |
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|
2016
Q2 | $12.6M | Buy |
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|
2016
Q1 | $11.8M | Buy |
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|
2015
Q4 | $8.98M | Buy |
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|
2015
Q3 | $7.23M | Buy |
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|
2015
Q2 | $7.38M | Sell |
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|
2015
Q1 | $17.9M | Buy |
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|
2014
Q4 | $17.4M | Buy |
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|
2014
Q3 | $14.4M | Buy |
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|
2014
Q2 | $14.1M | Buy |
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|
2014
Q1 | $10.8M | Buy |
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|
2013
Q4 | $5.54M | Buy |
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|
2013
Q3 | $4.61M | Sell |
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|
2013
Q2 | $4.62M | Buy |
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