Okabena Investment Services’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-468	Closed	-$20K	–	154
2023 Q2	$20K	Buy	+468	New	+$20K	0.01%	93
2020 Q2	–	Sell	-21,517	Closed	-$618K	–	89
2020 Q1	$618K	Sell	21,517 -450	-2%	-$12.9K	0.7%	48
2019 Q4	$1.18M	Buy	+21,967	New	+$1.18M	1.1%	40