PRW 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
2019
Q2
Sell
-593
Closed -$28K 674
2019
Q1
$28K Sell
593
-4,440
-88% -$210K 0.03% 212
2018
Q4
$232K Buy
+5,033
New +$232K 0.29% 53