Financial Planning & Information Services’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,590
Closed -$222K 83
2022
Q1
$222K Sell
4,590
-42
-0.9% -$2.03K 0.05% 75
2021
Q4
$222K Buy
4,632
+42
+0.9% +$2.01K 0.05% 75
2021
Q3
$213K Buy
+4,590
New +$213K 0.06% 73