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Selective Wealth Management’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History

Selective Wealth Management’s Portfolio WFC.PRL Stock Details WFC.PRL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50
Closed -$60K – 731
2022
Q3 		$60K Hold
50
– – 0.03% 274
2022
Q2 		$61K Hold
50
– – 0.02% 290
2022
Q1 		$66K Hold
50
– – 0.02% 262
2021
Q4 		$75K Buy
+50
New +$75K 0.03% 227