Buckingham Strategic 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
2024 Q2	–	Sell	-631	Closed	-$769K	–	808
2024 Q1	$769K	Buy	631 +31	+5%	+$37.8K	0.01%	381
2023 Q4	$717K	Sell	600 -2	-0.3%	-$2.39K	0.01%	374
2023 Q3	$671K	Sell	602 -13	-2%	-$14.5K	0.01%	358
2023 Q2	$708K	Buy	+615	New	+$708K	0.01%	346