Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10
| Closed | -$13K | – | 1340 |
|
|
2019
Q1 | $13K | Hold |
10
| – | – | ﹤0.01% | 915 |
|
|
2018
Q4 | $13K | Hold |
10
| – | – | ﹤0.01% | 835 |
|
|
2018
Q3 | $13K | Buy |
+10
| New | +$13K | ﹤0.01% | 911 |
|
|
2018
Q2 | – | Sell |
-10
| Closed | -$13K | – | 1427 |
|
|
2018
Q1 | $13K | Buy |
+10
| New | +$13K | ﹤0.01% | 883 |
|
|
2017
Q4 | – | Sell |
-10
| Closed | -$13K | – | 1461 |
|
|
2017
Q3 | $13K | Buy |
+10
| New | +$13K | ﹤0.01% | 973 |
|
|
2016
Q4 | – | Sell |
-10
| Closed | -$13K | – | 1467 |
|
|
2016
Q3 | $13K | Buy |
+10
| New | +$13K | ﹤0.01% | 935 |
|