Tilia Fiduciary Partners’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-45
Closed -$1.68K 550
2023
Q1
$1.68K Buy
+45
New +$1.68K ﹤0.01% 472
2022
Q3
Sell
-375
Closed -$15K 543
2022
Q2
$15K Hold
375
0.01% 349
2022
Q1
$18K Buy
+375
New +$18K 0.02% 339