SFA

Source Financial Advisors’s Wells Fargo WFC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-18,073	Closed	-$771K	–	136
2023 Q2	$771K	Sell	18,073 -4,784	-21%	-$204K	0.25%	57
2023 Q1	$854K	Buy	22,857 +920	+4%	+$34.4K	0.29%	57
2022 Q4	$906K	Buy	+21,937	New	+$906K	0.34%	53