Avaii 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,114
| Closed | -$244K | – | 159 |
|
|
2024
Q2 | $244K | Sell |
4,114
-569
| -12% | -$33.8K | 0.14% | 121 |
|
|
2024
Q1 | $271K | Sell |
4,683
-376
| -7% | -$21.8K | 0.16% | 112 |
|
|
2023
Q4 | $249K | Sell |
5,059
-24
| -0.5% | -$1.18K | 0.16% | 122 |
|
|
2023
Q3 | $208K | Buy |
+5,083
| New | +$208K | 0.16% | 131 |
|