CWP
Concord Wealth Partners’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 | – | Sell |
-5
| Closed | -$5.98K | – | 915 |
|
|
2023
Q4 | $5.98K | Hold |
5
| – | – | ﹤0.01% | 619 |
|
|
2023
Q3 | $5.58K | Hold |
5
| – | – | ﹤0.01% | 703 |
|
|
2023
Q2 | $5.76K | Hold |
5
| – | – | ﹤0.01% | 681 |
|
|
2023
Q1 | $5.88K | Hold |
5
| – | – | ﹤0.01% | 652 |
|
|
2022
Q4 | $5.93K | Buy |
+5
| New | +$5.93K | ﹤0.01% | 721 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | -$6K | – | 1158 |
|
|
2022
Q2 | $6K | Buy |
+5
| New | +$6K | ﹤0.01% | 800 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | -$7K | – | 1404 |
|
|
2021
Q4 | $7K | Buy |
+5
| New | +$7K | ﹤0.01% | 885 |
|