Professional Planning’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-12,860	Closed	-$388K	–	144
2020 Q4	$388K	Sell	12,860 -1,399	-10%	-$42.2K	0.16%	86
2020 Q3	$335K	Buy	14,259 +2,544	+22%	+$59.8K	0.26%	33
2020 Q2	$300K	Buy	+11,715	New	+$300K	0.16%	86