Curi 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
Q3 | – | Sell |
-490
| Closed | -$19K | – | 699 |
|
|
2022
Q2 | $19K | Sell |
490
-1,175
| -71% | -$45.6K | ﹤0.01% | 313 |
|
|
2022
Q1 | $80K | Buy |
1,665
+1,300
| +356% | +$62.5K | 0.01% | 177 |
|
|
2021
Q4 | $17K | Buy |
+365
| New | +$17K | ﹤0.01% | 266 |
|
|
2021
Q1 | – | Sell |
-531
| Closed | -$16K | – | 493 |
|
|
2020
Q4 | $16K | Buy |
+531
| New | +$16K | 0.01% | 213 |
|