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Steward Partners Investment Solutions’s Wells Fargo WFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$245K Sell
4,225
-571
-12% -$33.1K 0.04% 224
2023
Q4
$236K Buy
+4,796
New +$236K 0.1% 126