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Milestone Wealth’s Wells Fargo WFC Stock Holding History

Milestone Wealth’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$52K Hold
1,305
– – 0.06% 104
2022
Q2 		$51K Sell
1,305
-421
-24% -$16.5K 0.05% 109
2022
Q1 		$83K Hold
1,726
– – 0.07% 96
2021
Q4 		$83K Buy
+1,726
New +$83K 0.07% 96