Sonora Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5
| Closed | -$7K | – | 1795 |
|
|
2020
Q3 | $7K | Hold |
5
| – | – | ﹤0.01% | 1356 |
|
|
2020
Q2 | $6K | Hold |
5
| – | – | ﹤0.01% | 1301 |
|
|
2020
Q1 | $6K | Hold |
5
| – | – | ﹤0.01% | 1225 |
|
|
2019
Q4 | $7K | Buy |
+5
| New | +$7K | ﹤0.01% | 1317 |
|
|
2019
Q3 | – | Sell |
-27
| Closed | -$36K | – | 1825 |
|
|
2019
Q2 | $36K | Buy |
+27
| New | +$36K | ﹤0.01% | 639 |
|
|
2018
Q1 | – | Sell |
-51
| Closed | -$67.4K | – | 1226 |
|
|
2017
Q4 | $67.4K | Buy |
+51
| New | +$67.4K | 0.01% | 318 |
|