Engrave 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
2020
Q3
Sell
-513
Closed -$13K 425
2020
Q2
$13K Hold
513
0.01% 227
2020
Q1
$14K Sell
513
-300
-37% -$8.19K 0.02% 185
2019
Q4
$43K Buy
+813
New +$43K 0.04% 142