TB
Terril Brothers’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,242
| Closed | -$4.94M | – | 57 |
|
|
2019
Q3 | $4.94M | Buy |
3,242
+950
| +41% | +$1.45M | 1.67% | 20 |
|
|
2019
Q2 | $3.13M | Hold |
2,292
| – | – | 1% | 23 |
|
|
2019
Q1 | $2.97M | Buy |
2,292
+911
| +66% | +$1.18M | 0.94% | 23 |
|
|
2018
Q4 | $1.74M | Buy |
+1,381
| New | +$1.74M | 0.63% | 25 |
|