CWS Financial Advisors’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,949	Closed	-$79.6K	–	178
2023 Q3	$79.6K	Buy	+1,949	New	+$79.6K	0.03%	149
2020 Q2	–	Sell	-9,819	Closed	-$528K	–	136
2020 Q1	$528K	Hold	9,819	–	–	0.39%	54
2019 Q4	$528K	Buy	+9,819	New	+$528K	0.39%	55