TriaGen Wealth Management’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-13,903	Closed	-$674K	–	196
2022 Q1	$674K	Sell	13,903 -18,360	-57%	-$890K	0.35%	83
2021 Q4	$1.55M	Hold	32,263	–	–	0.76%	52
2021 Q3	$1.5M	Buy	+32,263	New	+$1.5M	0.81%	44