Astoria Portfolio 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
Q1
Sell
-7,697
Closed -$338K 225
2022
Q4
$338K Sell
7,697
-549
-7% -$24.1K 0.16% 128
2022
Q3
$332K Buy
8,246
+975
+13% +$39.3K 0.23% 101
2022
Q2
$285K Buy
7,271
+1,929
+36% +$75.6K 0.21% 116
2022
Q1
$259K Buy
+5,342
New +$259K 0.2% 98