WWA
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Wingate Wealth Advisors’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History

Wingate Wealth Advisors’s Portfolio WFC.PRL Stock Details WFC.PRL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25
Closed -$29.9K – 459
2024
Q4 		$29.9K Buy
+25
New +$29.9K 0.03% 258