Riverview Trust Company’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 | $196K | Hold |
167
| – | – | 0.24% | 54 |
|
|
2025
Q1 | $201K | Hold |
167
| – | – | 0.2% | 87 |
|
|
2024
Q4 | $199K | Hold |
167
| – | – | 0.18% | 95 |
|
|
2024
Q3 | $214K | Hold |
167
| – | – | 0.19% | 89 |
|
|
2024
Q2 | $199K | Hold |
167
| – | – | 0.19% | 84 |
|
|
2024
Q1 | $204K | Buy |
+167
| New | +$204K | 0.16% | 95 |
|
|
2023
Q4 | – | Sell |
-167
| Closed | -$186K | – | 637 |
|
|
2023
Q3 | $186K | Buy |
+167
| New | +$186K | 0.17% | 98 |
|