Sit Investment Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-400
| Closed | -$504K | – | 567 |
|
|
2018
Q2 | $504K | Hold |
400
| – | – | 0.01% | 416 |
|
|
2018
Q1 | $516K | Hold |
400
| – | – | 0.01% | 416 |
|
|
2017
Q4 | $524K | Hold |
400
| – | – | 0.01% | 421 |
|
|
2017
Q3 | $526K | Hold |
400
| – | – | 0.01% | 415 |
|
|
2017
Q2 | $524K | Hold |
400
| – | – | 0.01% | 416 |
|
|
2017
Q1 | $496K | Buy |
+400
| New | +$496K | 0.01% | 414 |
|