McElhenny Sheffield Capital Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-163
Closed -$6.73K 614
2022
Q4
$6.73K Buy
+163
New +$6.73K ﹤0.01% 361
2022
Q1
Sell
-24,663
Closed -$1.18M 129
2021
Q4
$1.18M Buy
+24,663
New +$1.18M 0.44% 27