CFS
Coordinated Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Buy |
654
+12
| +2% | +$14.1K | 0.53% | 59 |
|
|
2025
Q1 | $771K | Buy |
642
+16
| +3% | +$19.2K | 0.59% | 50 |
|
|
2024
Q4 | $748K | Buy |
+626
| New | +$748K | 0.58% | 50 |
|
|
2024
Q2 | $606K | Buy |
510
+12
| +2% | +$14.3K | 0.52% | 55 |
|
|
2024
Q1 | $607K | Buy |
+498
| New | +$607K | 0.53% | 51 |
|