RDA Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
+210
| New | +$247K | 0.07% | 222 |
|
|
2024
Q4 | – | Sell |
-262
| Closed | -$336K | – | 251 |
|
|
2024
Q3 | $336K | Buy |
262
+34
| +15% | +$43.6K | 0.1% | 178 |
|
|
2024
Q2 | $271K | Buy |
228
+16
| +8% | +$19K | 0.09% | 190 |
|
|
2024
Q1 | $259K | Hold |
212
| – | – | 0.09% | 197 |
|
|
2023
Q4 | $253K | Hold |
212
| – | – | 0.1% | 188 |
|
|
2023
Q3 | $236K | Hold |
212
| – | – | 0.1% | 186 |
|
|
2023
Q2 | $244K | Buy |
212
+4
| +2% | +$4.61K | 0.1% | 190 |
|
|
2023
Q1 | $245K | Buy |
208
+5
| +2% | +$5.88K | 0.11% | 185 |
|
|
2022
Q4 | $241K | Hold |
203
| – | – | 0.12% | 176 |
|
|
2022
Q3 | $244K | Hold |
203
| – | – | 0.13% | 165 |
|
|
2022
Q2 | $247K | Buy |
+203
| New | +$247K | 0.12% | 167 |
|