Westshore Wealth’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-7,394
Closed -$335K 140
2021
Q2
$335K Hold
7,394
0.17% 88
2021
Q1
$289K Buy
+7,394
New +$289K 0.16% 98