OPWM
WFC icon

Oak Point Wealth Management’s Wells Fargo WFC Stock Holding History

Oak Point Wealth Management’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-7,657
Closed -$467K – 256
2017
Q4 		$467K Buy
+7,657
New +$467K 0.46% 63