Advisornet Financial’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2
| Closed | -$2.3K | – | 2424 |
|
|
2023
Q2 | $2.3K | Hold |
2
| – | – | ﹤0.01% | 1681 |
|
|
2023
Q1 | $2.35K | Hold |
2
| – | – | ﹤0.01% | 1658 |
|
|
2022
Q4 | $2.37K | Buy |
+2
| New | +$2.37K | ﹤0.01% | 1635 |
|
|
2020
Q1 | – | Sell |
-119
| Closed | -$173K | – | 1949 |
|
|
2019
Q4 | $173K | Sell |
119
-5
| -4% | -$7.27K | 0.01% | 535 |
|
|
2019
Q3 | $189K | Hold |
124
| – | – | 0.02% | 523 |
|
|
2019
Q2 | $169K | Buy |
124
+1
| +0.8% | +$1.36K | 0.02% | 483 |
|
|
2019
Q1 | $159K | Buy |
+123
| New | +$159K | 0.02% | 461 |
|
|
2018
Q4 | – | Sell |
-123
| Closed | -$159K | – | 1593 |
|
|
2018
Q3 | $159K | Sell |
123
-5
| -4% | -$6.46K | 0.02% | 455 |
|
|
2018
Q2 | $161K | Buy |
128
+5
| +4% | +$6.29K | 0.02% | 437 |
|
|
2018
Q1 | $159K | Hold |
123
| – | – | 0.02% | 435 |
|
|
2017
Q4 | $161K | Buy |
+123
| New | +$161K | 0.02% | 384 |
|