Stegent Equity Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-6,760
Closed -$328K 102
2022
Q1
$328K Sell
6,760
-1,536
-19% -$74.5K 0.28% 72
2021
Q4
$396K Buy
+8,296
New +$396K 0.32% 72