Caitlin John’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
-566
Closed -$33.6K 933
2024
Q2
$33.6K Sell
566
-305
-35% -$18.1K 0.02% 291
2024
Q1
$50.5K Buy
871
+5
+0.6% +$290 0.04% 227
2023
Q4
$42.6K Buy
+866
New +$42.6K 0.03% 240