Cardinal Point Wealth Management Partners’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	$237K	Buy	+6,347	New	+$237K	0.07%	73
2022 Q2	–	Sell	-4,347	Closed	-$211K	–	60
2022 Q1	$211K	Hold	4,347	–	–	0.09%	47
2021 Q4	$209K	Buy	+4,347	New	+$209K	0.09%	46