Edge Capital Group’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $293K | Buy |
+220,705
| New | +$293K | 0.01% | 267 |
|
|
2022
Q4 | – | Sell |
-365
| Closed | -$435K | – | 413 |
|
|
2022
Q3 | $435K | Sell |
365
-8,426
| -96% | -$10M | 0.04% | 190 |
|
|
2022
Q2 | $464K | Buy |
8,791
+8,466
| +2,605% | +$447K | 0.04% | 196 |
|
|
2022
Q1 | $431K | Buy |
+325
| New | +$431K | 0.03% | 218 |
|
|
2020
Q4 | – | Sell |
-220
| Closed | -$295K | – | 282 |
|
|
2020
Q3 | $295K | Buy |
+220
| New | +$295K | 0.03% | 197 |
|