Lumature Wealth Partners’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$63.1K Hold
2023
Q1
$55.3K Hold
2022
Q4
$61.1K Sell
2022
Q3
$70K Buy
2022
Q2
$51K Hold
2022
Q1
$63K Hold
2021
Q4
$62K Hold
2021
Q3
$60K Buy
2021
Q2
$50K Hold
2021
Q1
$43K Buy