WealthSpring 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
Q3 | $345K | Sell |
8,455
-1,991
| -19% | -$81.4K | 0.26% | 54 |
|
|
2023
Q2 | $446K | Buy |
10,446
+10
| +0.1% | +$427 | 0.32% | 47 |
|
|
2023
Q1 | $390K | Sell |
10,436
-556
| -5% | -$20.8K | 0.3% | 48 |
|
|
2022
Q4 | $454K | Buy |
10,992
+10
| +0.1% | +$413 | 0.35% | 47 |
|
|
2022
Q3 | $442K | Buy |
+10,982
| New | +$442K | 0.39% | 46 |
|