Simplicity Wealth’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	$235K	Hold	200	–	–	0.01%	552
2025 Q1	$240K	Hold	200	–	–	0.02%	478
2024 Q4	$239K	Hold	200	–	–	0.05%	275
2024 Q3	$256K	Hold	200	–	–	0.02%	416
2024 Q2	$238K	Hold	200	–	–	0.01%	1038
2024 Q1	$244K	Buy	+200	New	+$244K	0.01%	995