Sugarloaf Wealth 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
2024
Q1
Sell
-19
Closed -$22.7K 713
2023
Q4
$22.7K Buy
+19
New +$22.7K 0.01% 382
2022
Q4
Sell
-19
Closed -$23K 870
2022
Q3
$23K Buy
+19
New +$23K 0.01% 404