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Transform Wealth’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History

Transform Wealth’s Portfolio WFC.PRL Stock Details WFC.PRL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,991
Closed -$2.62M – 256
2017
Q3 		$2.62M Buy
+1,991
New +$2.62M 0.91% 27