Capstone Financial Group’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	$29K	Sell	1,181 -216	-15%	-$5.3K	0.02%	139
2020 Q2	$34K	Sell	1,397 -26,277	-95%	-$640K	0.03%	132
2020 Q1	$794K	Buy	27,674 +1,906	+7%	+$54.7K	0.82%	39
2019 Q4	$1.39M	Buy	+25,768	New	+$1.39M	1.33%	29