Sterling Financial Planning’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-400
Closed -$19K 401
2021
Q3
$19K Hold
400
0.01% 268
2021
Q2
$18K Hold
400
0.01% 261
2021
Q1
$16K Hold
400
0.01% 245
2020
Q4
$12K Buy
+400
New +$12K 0.01% 248