LA
Legacy Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-149
| Closed | -$216K | – | 135 |
|
|
2019
Q4 | $216K | Hold |
149
| – | – | 0.14% | 127 |
|
|
2019
Q3 | $227K | Hold |
149
| – | – | 0.17% | 99 |
|
|
2019
Q2 | $203K | Buy |
+149
| New | +$203K | 0.14% | 109 |
|
|
2018
Q4 | – | Sell |
-149
| Closed | -$192K | – | 397 |
|
|
2018
Q3 | $192K | Hold |
149
| – | – | 0.09% | 138 |
|
|
2018
Q2 | $188K | Hold |
149
| – | – | 0.14% | 91 |
|
|
2018
Q1 | $192K | Hold |
149
| – | – | 0.14% | 82 |
|
|
2017
Q4 | $195K | Buy |
+149
| New | +$195K | 0.19% | 56 |
|