Baron Financial Group’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
Q3 | – | Sell |
-30
| Closed | -$36.5K | – | 200 |
|
|
2022
Q2 | $36.5K | Hold |
30
| – | – | 0.02% | 95 |
|
|
2022
Q1 | $39.8K | Hold |
30
| – | – | 0.02% | 100 |
|
|
2021
Q4 | $44.7K | Hold |
30
| – | – | 0.03% | 98 |
|
|
2021
Q3 | $44.5K | Hold |
30
| – | – | 0.03% | 95 |
|
|
2021
Q2 | $45.8K | Hold |
30
| – | – | 0.03% | 93 |
|
|
2021
Q1 | $42.5K | Hold |
30
| – | – | 0.03% | 98 |
|
|
2020
Q4 | $45.5K | Hold |
30
| – | – | 0.04% | 90 |
|
|
2020
Q3 | $40.3K | Buy |
+30
| New | +$40.3K | 0.04% | 95 |
|