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Ballentine Partners’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History

Ballentine Partners’s Portfolio WFC.PRL Stock Details WFC.PRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-251
Closed -$280K – 720
2023
Q3 		$280K Buy
+251
New +$280K 0.01% 458