Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-140
| Closed | -$213K | – | 3319 |
|
|
2020
Q4 | $213K | Buy |
140
+45
| +47% | +$68.5K | 0.01% | 817 |
|
|
2020
Q3 | $127K | Sell |
95
-2
| -2% | -$2.67K | 0.01% | 895 |
|
|
2020
Q2 | $126K | Hold |
97
| – | – | 0.01% | 895 |
|
|
2020
Q1 | $124K | Hold |
97
| – | – | 0.01% | 784 |
|
|
2019
Q4 | $141K | Hold |
97
| – | – | 0.01% | 811 |
|
|
2019
Q3 | $148K | Buy |
+97
| New | +$148K | 0.01% | 726 |
|