Castle 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
2022 Q4	–	Sell	-1,919	Closed	-$77K	–	637
2022 Q3	$77K	Buy	1,919 +1	+0.1%	+$40	0.05%	170
2022 Q2	$75K	Buy	+1,918	New	+$75K	0.04%	172