Squar Milner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-30
| Closed | -$38K | – | 750 |
|
|
2020
Q1 | $38K | Hold |
30
| – | – | 0.02% | 385 |
|
|
2019
Q4 | $43K | Buy |
+30
| New | +$43K | 0.02% | 424 |
|
|
2019
Q3 | – | Sell |
-30
| Closed | -$41K | – | 726 |
|
|
2019
Q2 | $41K | Sell |
30
-2
| -6% | -$2.73K | 0.03% | 367 |
|
|
2019
Q1 | $41K | Buy |
32
+2
| +7% | +$2.56K | 0.03% | 344 |
|
|
2018
Q4 | $38K | Hold |
30
| – | – | 0.04% | 321 |
|
|
2018
Q3 | $39K | Hold |
30
| – | – | 0.04% | 334 |
|
|
2018
Q2 | $38K | Buy |
+30
| New | +$38K | 0.03% | 383 |
|