West Paces Advisors’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
Q1 | – | Sell |
-6
| Closed | -$7.65K | – | 593 |
|
2022
Q4 | $7.65K | Hold |
6
| – | – | ﹤0.01% | 375 |
|
2022
Q3 | $7.66K | Hold |
6
| – | – | ﹤0.01% | 364 |
|
2022
Q2 | $7.61K | Hold |
6
| – | – | ﹤0.01% | 386 |
|
2022
Q1 | $8.17K | Hold |
6
| – | – | ﹤0.01% | 381 |
|
2021
Q4 | $9.06K | Sell |
6
-7
| -54% | -$10.6K | ﹤0.01% | 386 |
|
2021
Q3 | $19.3K | Buy |
+13
| New | +$19.3K | 0.01% | 294 |
|