JAG
Journey Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-165
| Closed | -$201K | – | 238 |
|
|
2024
Q1 | $201K | Buy |
+165
| New | +$201K | 0.02% | 229 |
|
|
2023
Q3 | – | Sell |
-175
| Closed | -$202K | – | 224 |
|
|
2023
Q2 | $202K | Hold |
175
| – | – | 0.03% | 221 |
|
|
2023
Q1 | $206K | Hold |
175
| – | – | 0.03% | 227 |
|
|
2022
Q4 | $207K | Hold |
175
| – | – | 0.05% | 213 |
|
|
2022
Q3 | $211K | Sell |
175
-20
| -10% | -$24.1K | 0.05% | 224 |
|
|
2022
Q2 | $248K | Buy |
+195
| New | +$248K | 0.06% | 220 |
|