Wells Financial Advisors Inc Closed Holding Positions

Wells Financial Advisors Inc

Stock	Closed Quarter	Shares Sold	Price Range
IEO Ishares Tr ETFs	Q1 2024 Filed on May 13, 2024	600	$87.76 - $106.97 $52.7K - $64.2K
PXH Invesco ETF Tr Ii Ftse Rafi Em ETFs	Q2 2022 Filed on Aug 10, 2022	0	$18.01 - $21.54 $0 - $0
VOOG Vanguard S&P 500 Growth ETF ETFs	Q2 2022 Filed on Aug 10, 2022	31	$209.99 - $280.55 $6.51K - $8.7K
ITB Ishares Tr ETFs	Q1 2022 Filed on Apr 25, 2022	2,000	$59.26 - $81.62 $119K - $163K
PALL Abrdn Palladium ETF Trust ETFs	Q1 2022 Filed on Apr 25, 2022	17	$169.33 - $295.0 $2.88K - $5.02K
EAGG Ishares Esg Aware U.S. Aggrega ETFs	Q1 2022 Filed on Apr 25, 2022	1,518	$51.09 - $54.52 $77.6K - $82.8K
Ishares Ibonds Dec 2021 Term Corporate ETF	Q4 2021 Filed on Feb 11, 2022	33,757	N/A
FLRN Spdr Bloomberg Investment Grad ETFs	Q4 2021 Filed on Feb 11, 2022	32,284	$30.56 - $30.65 $987K - $990K
Draftkings Inc Com Cl A	Q3 2021 Filed on Nov 10, 2021	1,000	N/A
IWM Ishares Russell 2000 ETF ETFs	Q2 2021 Filed on Aug 02, 2021	1,768	$211.85 - $232.89 $375K - $412K
PYPL Pay Pal Holdings, Inc. Financial Services	Q1 2021 Filed on May 12, 2021	250	$226.09 - $304.79 $56.5K - $76.2K
SQ Block, Inc. Technology	Q1 2021 Filed on May 12, 2021	300	$201.87 - $276.57 $60.6K - $83K

Get notified when there are updates to the investment portfolio of Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

Stay updated on Wells Financial Advisors Inc with notifications on news.