EnRich Financial Partners’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-327	Closed	-$18.5K	–	229
2024 Q3	$18.5K	Hold	327	–	–	0.01%	145
2024 Q2	$19.4K	Sell	327 -48	-13%	-$2.85K	0.01%	139
2024 Q1	$21.7K	Buy	+375	New	+$21.7K	0.01%	121