WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $13K | Hold |
10
| – | – | ﹤0.01% | 1069 |
|
|
2017
Q1 | $12K | Hold |
10
| – | – | ﹤0.01% | 1027 |
|
|
2016
Q4 | $12K | Hold |
10
| – | – | ﹤0.01% | 1064 |
|
|
2016
Q3 | $13K | Hold |
10
| – | – | ﹤0.01% | 1057 |
|
|
2016
Q2 | $13K | Hold |
10
| – | – | ﹤0.01% | 1024 |
|
|
2016
Q1 | $12K | Hold |
10
| – | – | ﹤0.01% | 1015 |
|
|
2015
Q4 | $12K | Sell |
10
-15
| -60% | -$18K | ﹤0.01% | 1039 |
|
|
2015
Q3 | $29K | Hold |
25
| – | – | 0.01% | 789 |
|
|
2015
Q2 | $29K | Hold |
25
| – | – | 0.01% | 882 |
|
|
2015
Q1 | $31K | Hold |
25
| – | – | 0.01% | 865 |
|
|
2014
Q4 | $30K | Hold |
25
| – | – | 0.01% | 1084 |
|
|
2014
Q3 | $30K | Hold |
25
| – | – | 0.01% | 1125 |
|
|
2014
Q2 | $30K | Hold |
25
| – | – | 0.01% | 1117 |
|
|
2014
Q1 | $29K | Hold |
25
| – | – | 0.01% | 1110 |
|
|
2013
Q4 | $28K | Hold |
25
| – | – | ﹤0.01% | 1208 |
|
|
2013
Q3 | $28K | Hold |
25
| – | – | ﹤0.01% | 1140 |
|
|
2013
Q2 | $30K | Buy |
+25
| New | +$30K | 0.01% | 1074 |
|