Global Retirement Partners’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
Q4 | – | Sell |
-1
| Closed | -$1.07K | – | 3481 |
|
|
2023
Q3 | $1.07K | Buy |
+1
| New | +$1.07K | ﹤0.01% | 2749 |
|
|
2018
Q2 | – | Sell |
-5
| Closed | -$6K | – | 1577 |
|
|
2018
Q1 | $6K | Hold |
5
| – | – | ﹤0.01% | 1127 |
|
|
2017
Q4 | $7K | Hold |
5
| – | – | ﹤0.01% | 1038 |
|
|
2017
Q3 | $7K | Hold |
5
| – | – | ﹤0.01% | 945 |
|
|
2017
Q2 | $7K | Hold |
5
| – | – | ﹤0.01% | 878 |
|
|
2017
Q1 | $6K | Buy |
+5
| New | +$6K | ﹤0.01% | 888 |
|