BAM
Bruderman Asset Management’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10
| Closed | -$13K | – | 566 |
|
|
2019
Q1 | $13K | Hold |
10
| – | – | ﹤0.01% | 414 |
|
|
2018
Q4 | $13K | Hold |
10
| – | – | ﹤0.01% | 404 |
|
|
2018
Q3 | $13K | Hold |
10
| – | – | ﹤0.01% | 274 |
|
|
2018
Q2 | $13K | Hold |
10
| – | – | ﹤0.01% | 287 |
|
|
2018
Q1 | $13K | Buy |
+10
| New | +$13K | ﹤0.01% | 285 |
|
|
2017
Q3 | – | Sell |
-10
| Closed | -$13K | – | 319 |
|
|
2017
Q2 | $13K | Buy |
+10
| New | +$13K | ﹤0.01% | 300 |
|
|
2017
Q1 | – | Sell |
-10
| Closed | -$12K | – | 318 |
|
|
2016
Q4 | $12K | Hold |
10
| – | – | ﹤0.01% | 300 |
|
|
2016
Q3 | $13K | Hold |
10
| – | – | ﹤0.01% | 313 |
|
|
2016
Q2 | $13K | Hold |
10
| – | – | ﹤0.01% | 298 |
|
|
2016
Q1 | $12K | Hold |
10
| – | – | ﹤0.01% | 308 |
|
|
2015
Q4 | $12K | Hold |
10
| – | – | ﹤0.01% | 325 |
|
|
2015
Q3 | $12K | Hold |
10
| – | – | ﹤0.01% | 326 |
|
|
2015
Q2 | $12K | Hold |
10
| – | – | ﹤0.01% | 338 |
|
|
2015
Q1 | $12K | Buy |
+10
| New | +$12K | ﹤0.01% | 332 |
|