Tradewinds Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-45
| Closed | -$60K | – | 813 |
|
|
2022
Q1 | $60K | Hold |
45
| – | – | 0.01% | 233 |
|
|
2021
Q4 | $67K | Buy |
+45
| New | +$67K | 0.01% | 222 |
|
|
2020
Q4 | – | Sell |
-45
| Closed | -$60K | – | 731 |
|
|
2020
Q3 | $60K | Hold |
45
| – | – | 0.01% | 177 |
|
|
2020
Q2 | $58K | Hold |
45
| – | – | 0.01% | 179 |
|
|
2020
Q1 | $57K | Buy |
45
+15
| +50% | +$19K | 0.02% | 170 |
|
|
2019
Q4 | $44K | Buy |
+30
| New | +$44K | 0.01% | 210 |
|