PFG Private Wealth 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
Q2 | – | Sell |
-5
| Closed | -$187 | – | 297 |
|
|
2023
Q1 | $187 | Hold |
5
| – | – | ﹤0.01% | 277 |
|
|
2022
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 429 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 372 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 340 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 359 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 349 |
|