Ellevest Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15
| Closed | -$17.6K | – | 1642 |
|
|
2023
Q1 | $17.6K | Hold |
15
| – | – | ﹤0.01% | 874 |
|
|
2022
Q4 | $17.8K | Hold |
15
| – | – | ﹤0.01% | 881 |
|
|
2022
Q3 | $18K | Hold |
15
| – | – | ﹤0.01% | 848 |
|
|
2022
Q2 | $18K | Hold |
15
| – | – | ﹤0.01% | 777 |
|
|
2022
Q1 | $20K | Buy |
+15
| New | +$20K | ﹤0.01% | 747 |
|