GWP
Gateway Wealth Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,467
| Closed | -$346K | – | 289 |
|
|
2023
Q3 | $346K | Buy |
8,467
+73
| +0.9% | +$2.98K | 0.06% | 173 |
|
|
2023
Q2 | $358K | Sell |
8,394
-40
| -0.5% | -$1.71K | 0.06% | 160 |
|
|
2023
Q1 | $315K | Buy |
8,434
+435
| +5% | +$16.3K | 0.05% | 158 |
|
|
2022
Q4 | $330K | Buy |
+7,999
| New | +$330K | 0.06% | 138 |
|