Independent Advisor Alliance’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 | $336K | Buy |
286
+21
| +8% | +$24.6K | 0.01% | 694 |
|
|
2025
Q1 | $319K | Hold |
265
| – | – | 0.01% | 643 |
|
|
2024
Q4 | $316K | Sell |
265
-55
| -17% | -$65.7K | ﹤0.01% | 1119 |
|
|
2024
Q3 | $411K | Hold |
320
| – | – | 0.02% | 492 |
|
|
2024
Q2 | $381K | Hold |
320
| – | – | 0.01% | 515 |
|
|
2024
Q1 | $390K | Sell |
320
-258
| -45% | -$315K | 0.01% | 510 |
|
|
2023
Q4 | $673K | Buy |
578
+227
| +65% | +$264K | 0.02% | 373 |
|
|
2023
Q3 | $391K | Sell |
351
-15
| -4% | -$16.7K | 0.02% | 461 |
|
|
2023
Q2 | $422K | Hold |
366
| – | – | 0.02% | 459 |
|
|
2023
Q1 | $431K | Buy |
+366
| New | +$431K | 0.02% | 452 |
|