MGO 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
2023
Q1
Sell
-18,437
Closed -$761K 133
2022
Q4
$761K Sell
18,437
-479
-3% -$19.8K 0.35% 60
2022
Q3
$761K Buy
+18,916
New +$761K 0.36% 52