Alera Investment Advisors’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$457K	Buy	8,095 +1,155	+17%	+$65.2K	0.05%	145
2024 Q2	$412K	Buy	+6,940	New	+$412K	0.05%	156
2019 Q2	–	Sell	-2,616	Closed	-$126K	–	1011
2019 Q1	$126K	Buy	2,616 +106	+4%	+$5.11K	0.06%	92
2018 Q4	$116K	Buy	+2,510	New	+$116K	0.07%	105