Financial Synergies 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
2024 Q2	–	Sell	-13	Closed	-$15.9K	–	478
2024 Q1	$15.9K	Buy	+13	New	+$15.9K	﹤0.01%	216
2023 Q4	–	Sell	-7	Closed	-$7.81K	–	550
2023 Q3	$7.81K	Hold	7	–	–	﹤0.01%	245
2023 Q2	$8.06K	Buy	+7	New	+$8.06K	﹤0.01%	236