WealthPLAN Partners’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
2023 Q3	–	Sell	-87	Closed	-$100K	–	1177
2023 Q2	$100K	Hold	87	–	–	0.01%	402
2023 Q1	$102K	Buy	+87	New	+$102K	0.01%	421