TFO Wealth Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-35
| Closed | -$2.03K | – | 743 |
|
|
2024
Q1 | $2.03K | Hold |
35
| – | – | ﹤0.01% | 117 |
|
|
2023
Q4 | $1.72K | Sell |
35
-1,245
| -97% | -$61.3K | ﹤0.01% | 145 |
|
|
2023
Q3 | $54.6K | Buy |
1,280
+20
| +2% | +$854 | 0.01% | 87 |
|
|
2023
Q2 | $53.8K | Buy |
1,260
+1,225
| +3,500% | +$52.3K | 0.01% | 76 |
|
|
2023
Q1 | $1.31K | Buy |
35
+8
| +30% | +$299 | ﹤0.01% | 156 |
|
|
2022
Q4 | $1.28K | Buy |
+27
| New | +$1.28K | ﹤0.01% | 317 |
|
|
2022
Q3 | – | Sell |
-332
| Closed | -$13K | – | 498 |
|
|
2022
Q2 | $13K | Buy |
+332
| New | +$13K | ﹤0.01% | 112 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | – | – | 200 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 188 |
|