PAG
Pinnacle Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-316
| Closed | -$414K | – | 208 |
|
|
2017
Q4 | $414K | Hold |
316
| – | – | 0.02% | 150 |
|
|
2017
Q3 | $416K | Hold |
316
| – | – | 0.03% | 135 |
|
|
2017
Q2 | $414K | Sell |
316
-20
| -6% | -$26.2K | 0.03% | 127 |
|
|
2017
Q1 | $416K | Sell |
336
-40
| -11% | -$49.5K | 0.03% | 125 |
|
|
2016
Q4 | $447K | Buy |
+376
| New | +$447K | 0.03% | 116 |
|