Gries Financial’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 |
-199
| Closed | -$222K | – | 226 |
|
|
2023
Q3 | $222K | Hold |
199
| – | – | 0.06% | 170 |
|
|
2023
Q2 | $229K | Hold |
199
| – | – | 0.06% | 150 |
|
|
2023
Q1 | $234K | Hold |
199
| – | – | 0.07% | 152 |
|
|
2022
Q4 | $236K | Hold |
199
| – | – | 0.08% | 142 |
|
|
2022
Q3 | $240K | Buy |
+199
| New | +$240K | 0.1% | 132 |
|
|
2022
Q2 | – | Sell |
-199
| Closed | -$264K | – | 158 |
|
|
2022
Q1 | $264K | Hold |
199
| – | – | 0.1% | 138 |
|
|
2021
Q4 | $297K | Buy |
+199
| New | +$297K | 0.12% | 136 |
|