Arax Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10
| Closed | -$13K | – | 1253 |
|
|
2022
Q1 | $13K | Hold |
10
| – | – | ﹤0.01% | 627 |
|
|
2021
Q4 | $15K | Buy |
+10
| New | +$15K | ﹤0.01% | 606 |
|
|
2020
Q4 | – | Sell |
-10
| Closed | -$13K | – | 766 |
|
|
2020
Q3 | $13K | Hold |
10
| – | – | ﹤0.01% | 523 |
|
|
2020
Q2 | $13K | Hold |
10
| – | – | ﹤0.01% | 512 |
|
|
2020
Q1 | $13K | Hold |
10
| – | – | ﹤0.01% | 508 |
|
|
2019
Q4 | $15K | Buy |
+10
| New | +$15K | ﹤0.01% | 439 |
|
|
2018
Q4 | – | Sell |
-2
| Closed | -$3K | – | 621 |
|
|
2018
Q3 | $3K | Buy |
+2
| New | +$3K | ﹤0.01% | 558 |
|