Golden State Wealth Management’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 | $107K | Hold |
91
| – | – | 0.01% | 461 |
|
|
2025
Q1 | $109K | Hold |
91
| – | – | 0.02% | 424 |
|
|
2024
Q4 | $109K | Buy |
+91
| New | +$109K | 0.02% | 416 |
|
|
2020
Q2 | – | Sell |
-91
| Closed | -$116K | – | 906 |
|
|
2020
Q1 | $116K | Buy |
+91
| New | +$116K | 0.05% | 230 |
|
|
2019
Q4 | – | Sell |
-12
| Closed | -$19K | – | 945 |
|
|
2019
Q3 | $19K | Buy |
+12
| New | +$19K | 0.01% | 624 |
|