Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-2
| Closed | -$2K | – | 1233 |
|
|
2024
Q3 | $2K | Hold |
2
| – | – | ﹤0.01% | 1070 |
|
|
2024
Q2 | $2K | Hold |
2
| – | – | ﹤0.01% | 1098 |
|
|
2024
Q1 | $2.44K | Hold |
2
| – | – | ﹤0.01% | 1024 |
|
|
2023
Q4 | $2K | Hold |
2
| – | – | ﹤0.01% | 1032 |
|
|
2023
Q3 | $2.23K | Buy |
+2
| New | +$2.23K | ﹤0.01% | 1052 |
|
|
2023
Q1 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 1109 |
|
|
2022
Q4 | – | Sell |
-2
| Closed | -$2K | – | 1166 |
|
|
2022
Q3 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 991 |
|