Sonora Investment Management’s WELLS FARGO & COMPANY SER P WFC.PRP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-598
| Closed | -$16K | – | 1835 |
|
2020
Q4 | $16K | Hold |
598
| – | – | ﹤0.01% | 1012 |
|
2020
Q3 | $15K | Hold |
598
| – | – | ﹤0.01% | 1033 |
|
2020
Q2 | $15K | Hold |
598
| – | – | ﹤0.01% | 911 |
|
2020
Q1 | $14K | Hold |
598
| – | – | ﹤0.01% | 906 |
|
2019
Q4 | $15K | Hold |
598
| – | – | ﹤0.01% | 1008 |
|
2019
Q3 | $15K | Buy |
598
+500
| +510% | +$12.5K | ﹤0.01% | 1002 |
|
2019
Q2 | $2K | Hold |
98
| – | – | ﹤0.01% | 1592 |
|
2019
Q1 | $2K | Hold |
98
| – | – | ﹤0.01% | 1407 |
|
2018
Q4 | $2K | Buy |
+98
| New | +$2K | ﹤0.01% | 1161 |
|