Avantax Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Hold |
206
| – | – | ﹤0.01% | 2074 |
|
|
2025
Q1 | $247K | Hold |
206
| – | – | ﹤0.01% | 1962 |
|
|
2024
Q4 | $246K | Sell |
206
-5
| -2% | -$5.97K | ﹤0.01% | 1923 |
|
|
2024
Q3 | $271K | Buy |
+211
| New | +$271K | ﹤0.01% | 1829 |
|
|
2020
Q4 | – | Sell |
-218
| Closed | -$294K | – | 1361 |
|
|
2020
Q3 | $294K | Buy |
+218
| New | +$294K | ﹤0.01% | 1028 |
|