Heritage Wealth Advisors’s AGNC Investment Corp Series B Preferred Stock AGNCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-2,000
Closed -$50K 730
2019
Q3
$50K Hold
2,000
0.01% 279
2019
Q2
$51.2K Buy
2,000
+1,000
+100% +$25.6K 0.01% 253
2019
Q1
$25.3K Hold
1,000
﹤0.01% 284
2018
Q4
$25K Hold
1,000
﹤0.01% 248
2018
Q3
$25K Buy
+1,000
New +$25.9K ﹤0.01% 255

Heritage Wealth Advisors's AGNCB Position: Q4 2019 in Review

Heritage Wealth Advisors sold out of AGNC Investment Corp Series B Preferred Stock (AGNCB) in Q4 2019, closing a stake of 2,000 shares — an estimated $50K sold.

Heritage Wealth Advisors first reported a position in AGNCB in Q3 2018 and held it in 5 quarters. The position peaked at $51.2K in Q2 2019. 0 funds tracked by Wall St. Rank hold AGNCB as of Q4 2019.

  • Heritage Wealth Advisors reported no remaining AGNC Investment Corp Series B Preferred Stock position as of Q4 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2,000 AGNC Investment Corp Series B Preferred Stock shares in Q4 2019, an estimated $50K.
  • Heritage Wealth Advisors first reported a position in AGNC Investment Corp Series B Preferred Stock in Q3 2018 and held it in 5 quarters.
  • Heritage Wealth Advisors's AGNC Investment Corp Series B Preferred Stock position peaked at $51.2K in Q2 2019.
  • 0 funds tracked by Wall St. Rank held AGNC Investment Corp Series B Preferred Stock as of Q4 2019.

Based on Heritage Wealth Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.