EWM
Edge Wealth Management’s Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Z WFC.PRZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-18,000
| Closed | -$465K | – | 461 |
|
|
2021
Q4 | $465K | Hold |
18,000
| – | – | 0.09% | 68 |
|
|
2021
Q3 | $471K | Hold |
18,000
| – | – | 0.09% | 69 |
|
|
2021
Q2 | $470K | Hold |
18,000
| – | – | 0.1% | 72 |
|
|
2021
Q1 | $460K | Buy |
18,000
+10,000
| +125% | +$256K | 0.1% | 70 |
|
|
2020
Q4 | $211K | Hold |
8,000
| – | – | 0.05% | 90 |
|
|
2020
Q3 | $201K | Buy |
+8,000
| New | +$201K | 0.05% | 107 |
|