IHT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-41
| Closed | -$53K | – | 1373 |
|
|
2018
Q1 | $53K | Buy |
41
+25
| +156% | +$32.3K | 0.01% | 659 |
|
|
2017
Q4 | $20K | Hold |
16
| – | – | 0.01% | 995 |
|
|
2017
Q3 | $20K | Buy |
16
+1
| +7% | +$1.25K | 0.01% | 783 |
|
|
2017
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 1473 |
|
|
2017
Q1 | $19K | Buy |
+15
| New | +$19K | 0.01% | 678 |
|