EverSource Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.87K | Hold |
5
| – | – | ﹤0.01% | 3081 |
|
|
2025
Q1 | $6K | Hold |
5
| – | – | ﹤0.01% | 2408 |
|
|
2024
Q4 | $5.97K | Sell |
5
-2
| -29% | -$2.39K | ﹤0.01% | 2270 |
|
|
2024
Q3 | $8.98K | Buy |
7
+2
| +40% | +$2.56K | ﹤0.01% | 1931 |
|
|
2024
Q2 | $6.01K | Sell |
5
-9
| -64% | -$10.8K | ﹤0.01% | 2145 |
|
|
2024
Q1 | $16K | Hold |
14
| – | – | ﹤0.01% | 1468 |
|
|
2023
Q4 | $16.7K | Buy |
14
+9
| +180% | +$10.8K | ﹤0.01% | 1319 |
|
|
2023
Q3 | $5.58K | Hold |
5
| – | – | ﹤0.01% | 1668 |
|
|
2023
Q2 | $5.76K | Hold |
5
| – | – | ﹤0.01% | 1673 |
|
|
2023
Q1 | $5.88K | Hold |
5
| – | – | ﹤0.01% | 1588 |
|
|
2022
Q4 | $5.93K | Hold |
5
| – | – | ﹤0.01% | 1538 |
|
|
2022
Q3 | $6K | Hold |
5
| – | – | ﹤0.01% | 1326 |
|
|
2022
Q2 | $6K | Hold |
5
| – | – | ﹤0.01% | 1229 |
|
|
2022
Q1 | $7K | Hold |
5
| – | – | ﹤0.01% | 1153 |
|
|
2021
Q4 | $7K | Buy |
+5
| New | +$7K | ﹤0.01% | 1145 |
|