Great Diamond 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
Q2
Sell
-10,892
Closed -$312K 154
2020
Q1
$312K Sell
10,892
-577
-5% -$16.5K 0.16% 89
2019
Q4
$617K Buy
+11,469
New +$617K 0.23% 72