Argent Wealth Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-47,324
Closed -$1.36M 180
2020
Q1
$1.36M Buy
47,324
+7,454
+19% +$213K 0.28% 64
2019
Q4
$2.15M Buy
+39,870
New +$2.15M 0.36% 54