Mid Atlantic Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-175
| Closed | -$245K | – | 815 |
|
|
2020
Q3 | $245K | Hold |
175
| – | – | 0.02% | 595 |
|
|
2020
Q2 | $227K | Hold |
175
| – | – | 0.02% | 587 |
|
|
2020
Q1 | $223K | Hold |
175
| – | – | 0.03% | 534 |
|
|
2019
Q4 | $254K | Hold |
175
| – | – | 0.02% | 574 |
|
|
2019
Q3 | $266K | Hold |
175
| – | – | 0.03% | 543 |
|
|
2019
Q2 | $239K | Hold |
175
| – | – | 0.02% | 591 |
|
|
2019
Q1 | $226K | Buy |
+175
| New | +$226K | 0.02% | 594 |
|