BTR Capital Management’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
Q1
Sell
-145
Closed -$216K 178
2021
Q4
$216K Buy
+145
New +$216K 0.02% 163