PFG Investments’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 | $323K | Hold |
275
| – | – | 0.02% | 707 |
|
|
2025
Q1 | $330K | Hold |
275
| – | – | 0.02% | 652 |
|
|
2024
Q4 | $328K | Hold |
275
| – | – | 0.02% | 660 |
|
|
2024
Q3 | $353K | Hold |
275
| – | – | 0.02% | 635 |
|
|
2024
Q2 | $327K | Hold |
275
| – | – | 0.02% | 614 |
|
|
2024
Q1 | $335K | Buy |
+275
| New | +$335K | 0.02% | 699 |
|