VIA
Virtus Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-66
| Closed | -$78.8K | – | 696 |
|
|
2024
Q4 | $78.8K | Hold |
66
| – | – | 0.06% | 283 |
|
|
2024
Q3 | $84.6K | Buy |
66
+25
| +61% | +$32.1K | 0.07% | 259 |
|
|
2024
Q2 | $48.7K | Hold |
41
| – | – | 0.04% | 272 |
|
|
2024
Q1 | $50K | Hold |
41
| – | – | 0.04% | 273 |
|
|
2023
Q4 | $49K | Buy |
+41
| New | +$49K | 0.04% | 277 |
|