Alpha Financial Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,928
Closed -$222K 45
2023
Q1
$222K Sell
5,928
-2,429
-29% -$90.8K 0.15% 39
2022
Q4
$345K Buy
+8,357
New +$345K 0.3% 26