Ranch Capital Advisors’s WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat WFC.PRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-337
| Closed | -$8K | – | 922 |
|
|
2021
Q1 | $8K | Sell |
337
-366
| -52% | -$8.69K | 0.01% | 675 |
|
|
2020
Q4 | $18K | Buy |
703
+9
| +1% | +$230 | 0.01% | 501 |
|
|
2020
Q3 | $17K | Sell |
694
-991
| -59% | -$24.3K | 0.01% | 493 |
|
|
2020
Q2 | $42K | Buy |
1,685
+8
| +0.5% | +$199 | 0.03% | 333 |
|
|
2020
Q1 | $39K | Sell |
1,677
-592
| -26% | -$13.8K | 0.04% | 316 |
|
|
2019
Q4 | $58K | Buy |
+2,269
| New | +$58K | 0.05% | 299 |
|