CBC
Coombe, Bender & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-146
| Closed | -$168K | – | 75 |
|
|
2023
Q2 | $168K | Sell |
146
-13
| -8% | -$15K | 0.12% | 72 |
|
|
2023
Q1 | $187K | Buy |
159
+10
| +7% | +$11.8K | 0.15% | 71 |
|
|
2022
Q4 | $177K | Sell |
149
-24
| -14% | -$28.5K | 0.16% | 66 |
|
|
2022
Q3 | $208K | Hold |
173
| – | – | 0.18% | 68 |
|
|
2022
Q2 | $210K | Buy |
+173
| New | +$210K | 0.18% | 70 |
|