Leo Brokerage’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $229K | Sell |
5,372
-623
| -10% | -$26.6K | 0.03% | 274 |
|
|
2023
Q1 | $224K | Buy |
+5,995
| New | +$224K | 0.03% | 269 |
|
|
2022
Q2 | – | Sell |
-7,333
| Closed | -$356K | – | 260 |
|
|
2022
Q1 | $356K | Buy |
+7,333
| New | +$356K | 0.06% | 177 |
|
|
2021
Q3 | $228K | Buy |
+4,918
| New | +$228K | 0.04% | 166 |
|