Cetera Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $432K | Buy |
354
+41
| +13% | +$50K | ﹤0.01% | 1699 |
|
|
2023
Q4 | $374K | Buy |
313
+29
| +10% | +$34.7K | 0.01% | 1290 |
|
|
2023
Q3 | $317K | Buy |
284
+8
| +3% | +$8.92K | ﹤0.01% | 1292 |
|
|
2023
Q2 | $318K | Buy |
276
+8
| +3% | +$9.22K | 0.01% | 1285 |
|
|
2023
Q1 | $315K | Buy |
268
+39
| +17% | +$45.9K | 0.01% | 1261 |
|
|
2022
Q4 | $271K | Buy |
+229
| New | +$271K | ﹤0.01% | 1288 |
|
|
2017
Q4 | – | Sell |
-156
| Closed | -$207K | – | 874 |
|
|
2017
Q3 | $207K | Hold |
156
| – | – | 0.01% | 749 |
|
|
2017
Q2 | $206K | Buy |
+156
| New | +$206K | 0.01% | 734 |
|