CWP
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CFM Wealth Partners’s Wells Fargo WFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,054
Closed -$103K 456
2020
Q2
$103K Sell
4,054
-1,924
-32% -$48.9K 0.04% 195
2020
Q1
$172K Hold
5,978
0.08% 145
2019
Q4
$294K Buy
+5,978
New +$294K 0.11% 116