Resurgent Financial Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-467
| Closed | -$23K | – | 482 |
|
|
2023
Q4 | $23K | Sell |
467
-114
| -20% | -$5.61K | 0.01% | 464 |
|
|
2023
Q3 | $23.7K | Sell |
581
-325
| -36% | -$13.3K | 0.02% | 453 |
|
|
2023
Q2 | $38.7K | Buy |
906
+12
| +1% | +$512 | 0.03% | 367 |
|
|
2023
Q1 | $33.4K | Sell |
894
-353
| -28% | -$13.2K | 0.02% | 396 |
|
|
2022
Q4 | $51.5K | Buy |
+1,247
| New | +$51.5K | 0.03% | 414 |
|