IAG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-119
| Closed | -$6.72K | – | 548 |
|
|
2024
Q3 | $6.72K | Buy |
+119
| New | +$6.72K | ﹤0.01% | 382 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 474 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 435 |
|
|
2021
Q2 | – | Sell |
-529
| Closed | -$21K | – | 403 |
|
|
2021
Q1 | $21K | Buy |
+529
| New | +$21K | 0.01% | 181 |
|
|
2020
Q1 | – | Sell |
-275
| Closed | -$15K | – | 463 |
|
|
2019
Q4 | $15K | Buy |
+275
| New | +$15K | 0.01% | 208 |
|