MWM
Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52K | Hold |
3
| – | – | ﹤0.01% | 410 |
|
|
2025
Q1 | $3.6K | Hold |
3
| – | – | ﹤0.01% | 428 |
|
|
2024
Q4 | $3.58K | Hold |
3
| – | – | ﹤0.01% | 434 |
|
|
2024
Q3 | $3.85K | Buy |
+3
| New | +$3.85K | ﹤0.01% | 406 |
|
|
2019
Q3 | – | Sell |
-2
| Closed | -$3K | – | 344 |
|
|
2019
Q2 | $3K | Hold |
2
| – | – | ﹤0.01% | 334 |
|
|
2019
Q1 | $3K | Hold |
2
| – | – | ﹤0.01% | 340 |
|
|
2018
Q4 | $3K | Hold |
2
| – | – | ﹤0.01% | 332 |
|
|
2018
Q3 | $3K | Hold |
2
| – | – | ﹤0.01% | 354 |
|
|
2018
Q2 | $3K | Hold |
2
| – | – | ﹤0.01% | 350 |
|
|
2018
Q1 | $3K | Hold |
2
| – | – | ﹤0.01% | 341 |
|
|
2017
Q4 | $3K | Hold |
2
| – | – | ﹤0.01% | 335 |
|
|
2017
Q3 | $3K | Hold |
2
| – | – | ﹤0.01% | 354 |
|
|
2017
Q2 | $3K | Hold |
2
| – | – | ﹤0.01% | 360 |
|
|
2017
Q1 | $2K | Hold |
2
| – | – | ﹤0.01% | 344 |
|
|
2016
Q4 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 348 |
|