Redwood Wealth Management Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,090
| Closed | -$64.8K | – | 1093 |
|
|
2024
Q2 | $64.8K | Buy |
+1,090
| New | +$64.8K | 0.05% | 264 |
|
|
2024
Q1 | – | Sell |
-4,223
| Closed | -$208K | – | 144 |
|
|
2023
Q4 | $208K | Buy |
+4,223
| New | +$208K | 0.23% | 112 |
|
|
2023
Q2 | – | Sell |
-6,443
| Closed | -$241K | – | 162 |
|
|
2023
Q1 | $241K | Buy |
+6,443
| New | +$241K | 0.27% | 110 |
|