HC Financial Advisors’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $9K | Hold |
7
| – | – | 0.01% | 248 |
|
|
2022
Q1 | $9K | Hold |
7
| – | – | 0.01% | 247 |
|
|
2021
Q4 | $10K | Buy |
+7
| New | +$10K | 0.01% | 252 |
|
|
2020
Q4 | – | Sell |
-7
| Closed | -$9K | – | 402 |
|
|
2020
Q3 | $9K | Hold |
7
| – | – | 0.01% | 275 |
|
|
2020
Q2 | $9K | Hold |
7
| – | – | 0.01% | 253 |
|
|
2020
Q1 | $9K | Buy |
+7
| New | +$9K | 0.01% | 253 |
|