Steward Financial Group’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$59K	Buy	1,444 +81	+6%	+$3.31K	0.02%	135
2023 Q2	$58K	Buy	+1,363	New	+$58K	0.02%	130
2022 Q3	–	Sell	-1,113	Closed	-$43K	–	1319
2022 Q2	$43K	Buy	1,113 +5	+0.5%	+$193	0.04%	104
2022 Q1	$53K	Buy	+1,108	New	+$53K	0.05%	82