Clear Perspectives Financial Planning’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-109
Closed -$5K 233
2022
Q1
$5K Hold
109
﹤0.01% 187
2021
Q4
$5K Hold
109
﹤0.01% 196
2021
Q3
$5K Buy
+109
New +$5K ﹤0.01% 183