GGPS
Gary Goldberg Planning Services’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $12K | Hold |
10
| – | – | 0.01% | 341 |
|
|
2014
Q3 | $12K | Hold |
10
| – | – | 0.01% | 366 |
|
|
2014
Q2 | $12K | Hold |
10
| – | – | 0.01% | 340 |
|
|
2014
Q1 | $12K | Hold |
10
| – | – | 0.01% | 323 |
|
|
2013
Q4 | $11K | Hold |
10
| – | – | 0.01% | 283 |
|
|
2013
Q3 | $11K | Hold |
10
| – | – | 0.01% | 286 |
|
|
2013
Q2 | $12K | Buy |
+10
| New | +$12K | 0.01% | 291 |
|