Astoria Strategic Wealth’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,393
Closed -$273K 33
2023
Q2
$273K Sell
6,393
-2,440
-28% -$104K 0.1% 29
2023
Q1
$330K Sell
8,833
-1,324
-13% -$49.5K 0.13% 26
2022
Q4
$419K Buy
+10,157
New +$419K 0.18% 26