HIP
HUB Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-439
| Closed | -$506K | – | 270 |
|
|
2023
Q2 | $506K | Hold |
439
| – | – | 0.08% | 129 |
|
|
2023
Q1 | $516K | Buy |
+439
| New | +$516K | 0.11% | 118 |
|
|
2022
Q4 | – | Sell |
-440
| Closed | -$530K | – | 187 |
|
|
2022
Q3 | $530K | Buy |
440
+1
| +0.2% | +$1.21K | 0.16% | 99 |
|
|
2022
Q2 | $534K | Buy |
+439
| New | +$534K | 0.17% | 103 |
|