NBC Securities’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $32K | Sell |
28
-4
| -13% | -$4.57K | ﹤0.01% | 1504 |
|
2025
Q1 | $38K | Buy |
+32
| New | +$38K | ﹤0.01% | 1252 |
|
2024
Q4 | – | Sell |
-32
| Closed | -$41K | – | 2087 |
|
2024
Q3 | $41K | Hold |
32
| – | – | ﹤0.01% | 1235 |
|
2024
Q2 | $38K | Hold |
32
| – | – | ﹤0.01% | 1227 |
|
2024
Q1 | $39K | Sell |
32
-20
| -38% | -$24.4K | ﹤0.01% | 1209 |
|
2023
Q4 | $62K | Hold |
52
| – | – | 0.01% | 1069 |
|
2023
Q3 | $57K | Buy |
+52
| New | +$57K | 0.01% | 1092 |
|