Gradient Investments’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
Q1 | – | Sell |
-7
| Closed | -$8.37K | – | 1850 |
|
|
2023
Q4 | $8.37K | Hold |
7
| – | – | ﹤0.01% | 876 |
|
|
2023
Q3 | $7.81K | Hold |
7
| – | – | ﹤0.01% | 851 |
|
|
2023
Q2 | $8.06K | Hold |
7
| – | – | ﹤0.01% | 851 |
|
|
2023
Q1 | $8.23K | Hold |
7
| – | – | ﹤0.01% | 850 |
|
|
2022
Q4 | $8.3K | Hold |
7
| – | – | ﹤0.01% | 846 |
|
|
2022
Q3 | $8K | Hold |
7
| – | – | ﹤0.01% | 861 |
|
|
2022
Q2 | $9K | Buy |
+7
| New | +$9K | ﹤0.01% | 804 |
|