Cetera Investment Advisers’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Buy |
474
+20
| +4% | +$23.5K | ﹤0.01% | 2877 |
|
|
2025
Q1 | $545K | Sell |
454
-6
| -1% | -$7.21K | ﹤0.01% | 2770 |
|
|
2024
Q4 | $549K | Hold |
460
| – | – | ﹤0.01% | 2609 |
|
|
2024
Q3 | $589K | Buy |
460
+9
| +2% | +$11.5K | ﹤0.01% | 2517 |
|
|
2024
Q2 | $537K | Sell |
451
-22
| -5% | -$26.2K | ﹤0.01% | 2540 |
|
|
2024
Q1 | $576K | Buy |
+473
| New | +$576K | ﹤0.01% | 2497 |
|