Lake Street Private Wealth’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,907	Closed	-$238K	–	303
2022 Q3	$238K	Sell	5,907 -37	-0.6%	-$1.49K	0.05%	239
2022 Q2	$233K	Sell	5,944 -2,248	-27%	-$88.1K	0.05%	255
2022 Q1	$397K	Buy	8,192 +739	+10%	+$35.8K	0.07%	214
2021 Q4	$358K	Buy	+7,453	New	+$358K	0.06%	231