IEQ Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Hold |
577
| – | – | ﹤0.01% | 1008 |
|
|
2025
Q1 | $693K | Hold |
577
| – | – | 0.01% | 859 |
|
|
2024
Q4 | $689K | Sell |
577
-10
| -2% | -$11.9K | 0.01% | 757 |
|
|
2024
Q3 | $753K | Buy |
587
+187
| +47% | +$240K | 0.01% | 625 |
|
|
2024
Q2 | $476K | Sell |
400
-30
| -7% | -$35.7K | 0.01% | 675 |
|
|
2024
Q1 | $524K | Buy |
430
+130
| +43% | +$159K | 0.01% | 606 |
|
|
2023
Q4 | $359K | Buy |
+300
| New | +$359K | 0.01% | 679 |
|