LPWM
WFC.PRP

Lake Point Wealth Management’s WELLS FARGO & COMPANY SER P WFC.PRP Stock Holding History

Lake Point Wealth Management’s Portfolio WFC.PRP Stock Details WFC.PRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Hold
0
– – – 490
2019
Q4 		– Hold
0
– – – 641
2019
Q2 		– Hold
0
– – – 700
2019
Q1 		– Sell
-60
Closed -$1K – 893
2018
Q4 		$1K Buy
+60
New +$1K ﹤0.01% 796