GoalVest Advisory’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 | – | Sell |
-15
| Closed | -$18K | – | 531 |
|
|
2025
Q1 | $18K | Hold |
15
| – | – | 0.01% | 245 |
|
|
2024
Q4 | $17.9K | Hold |
15
| – | – | ﹤0.01% | 255 |
|
|
2024
Q3 | $19.2K | Hold |
15
| – | – | 0.01% | 269 |
|
|
2024
Q2 | $17.8K | Hold |
15
| – | – | 0.01% | 247 |
|
|
2024
Q1 | $18.3K | Hold |
15
| – | – | 0.01% | 277 |
|
|
2023
Q4 | $17.9K | Hold |
15
| – | – | 0.01% | 213 |
|
|
2023
Q3 | $16.7K | Hold |
15
| – | – | 0.01% | 233 |
|
|
2023
Q2 | $17.3K | Buy |
+15
| New | +$17.3K | 0.01% | 213 |
|