Bedel Financial Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4
| Closed | -$5K | – | 884 |
|
|
2020
Q3 | $5K | Hold |
4
| – | – | ﹤0.01% | 625 |
|
|
2020
Q2 | $5K | Hold |
4
| – | – | ﹤0.01% | 596 |
|
|
2020
Q1 | $5K | Hold |
4
| – | – | ﹤0.01% | 586 |
|
|
2019
Q4 | $6K | Hold |
4
| – | – | ﹤0.01% | 576 |
|
|
2019
Q3 | $6K | Hold |
4
| – | – | ﹤0.01% | 559 |
|
|
2019
Q2 | $5K | Hold |
4
| – | – | ﹤0.01% | 581 |
|
|
2019
Q1 | $5K | Hold |
4
| – | – | ﹤0.01% | 581 |
|
|
2018
Q4 | $5K | Hold |
4
| – | – | ﹤0.01% | 546 |
|
|
2018
Q3 | $5K | Hold |
4
| – | – | ﹤0.01% | 556 |
|
|
2018
Q2 | $5K | Hold |
4
| – | – | ﹤0.01% | 560 |
|
|
2018
Q1 | $5K | Buy |
+4
| New | +$5K | ﹤0.01% | 553 |
|