JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20
| Closed | -$22.3K | – | 2046 |
|
|
2023
Q3 | $22.3K | Hold |
20
| – | – | ﹤0.01% | 519 |
|
|
2023
Q2 | $23K | Hold |
20
| – | – | ﹤0.01% | 512 |
|
|
2023
Q1 | $23.5K | Hold |
20
| – | – | ﹤0.01% | 491 |
|
|
2022
Q4 | $23.7K | Hold |
20
| – | – | ﹤0.01% | 494 |
|
|
2022
Q3 | $24K | Buy |
+20
| New | +$24K | ﹤0.01% | 534 |
|