LFS
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Legacy Financial Strategies’s Wells Fargo WFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-4,066
Closed -$225K 96
2018
Q2
$225K Buy
4,066
+84
+2% +$4.65K 0.2% 82
2018
Q1
$209K Sell
3,982
-381
-9% -$20K 0.2% 89
2017
Q4
$265K Buy
+4,363
New +$265K 0.28% 81