Westside Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $9 | Buy |
+7
| New | +$9 | ﹤0.01% | 491 |
|
|
2018
Q4 | $8.83K | Buy |
+7
| New | +$8.83K | ﹤0.01% | 496 |
|
|
2018
Q3 | – | Sell |
-7
| Closed | -$8.87K | – | 822 |
|
|
2018
Q2 | $8.87K | Hold |
7
| – | – | ﹤0.01% | 592 |
|
|
2018
Q1 | $9K | Hold |
7
| – | – | ﹤0.01% | 567 |
|
|
2017
Q4 | $8.95K | Buy |
+7
| New | +$8.95K | ﹤0.01% | 589 |
|