TrinityPoint Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,084
| Closed | -$210K | – | 296 |
|
|
2022
Q4 | $210K | Buy |
+5,084
| New | +$210K | 0.05% | 258 |
|
|
2022
Q2 | – | Sell |
-21,044
| Closed | -$1.02M | – | 320 |
|
|
2022
Q1 | $1.02M | Sell |
21,044
-887
| -4% | -$43K | 0.18% | 113 |
|
|
2021
Q4 | $1.05M | Sell |
21,931
-465
| -2% | -$22.3K | 0.19% | 112 |
|
|
2021
Q3 | $1.04M | Buy |
22,396
+50
| +0.2% | +$2.32K | 0.2% | 103 |
|
|
2021
Q2 | $1.01M | Buy |
+22,346
| New | +$1.01M | 0.21% | 105 |
|