Bison Wealth’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 |
-2
| Closed | -$2K | – | 366 |
|
|
2022
Q2 | $2K | Hold |
2
| – | – | ﹤0.01% | 310 |
|
|
2022
Q1 | $3K | Hold |
2
| – | – | ﹤0.01% | 341 |
|
|
2021
Q4 | $3K | Buy |
+2
| New | +$3K | ﹤0.01% | 332 |
|
|
2020
Q4 | – | Sell |
-6
| Closed | -$8K | – | 420 |
|
|
2020
Q3 | $8K | Hold |
6
| – | – | ﹤0.01% | 329 |
|
|
2020
Q2 | $8K | Hold |
6
| – | – | 0.01% | 322 |
|
|
2020
Q1 | $8K | Hold |
6
| – | – | 0.01% | 299 |
|
|
2019
Q4 | $9K | Buy |
+6
| New | +$9K | ﹤0.01% | 357 |
|