JSF Financial’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-4,846
Closed -$234K 67
2019
Q1
$234K Sell
4,846
-428
-8% -$20.7K 0.26% 51
2018
Q4
$243K Buy
+5,274
New +$243K 0.25% 49