Curated Wealth 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
Q2 | – | Sell |
-5,378
| Closed | -$201K | – | 143 |
|
|
2023
Q1 | $201K | Buy |
5,378
+312
| +6% | +$11.7K | 0.05% | 126 |
|
|
2022
Q4 | $209K | Buy |
+5,066
| New | +$209K | 0.05% | 120 |
|
|
2022
Q2 | – | Sell |
-5,640
| Closed | -$272K | – | 165 |
|
|
2022
Q1 | $272K | Hold |
5,640
| – | – | 0.09% | 117 |
|
|
2021
Q4 | $272K | Buy |
5,640
+200
| +4% | +$9.65K | 0.09% | 121 |
|
|
2021
Q3 | $252K | Buy |
5,440
+33
| +0.6% | +$1.53K | 0.14% | 121 |
|
|
2021
Q2 | $245K | Buy |
+5,407
| New | +$245K | 0.13% | 128 |
|