Heritage Wealth Advisors’s Qwest Corporation 7% Notes due 2056 CTAA Stock Holding History

Heritage Wealth Advisors’s Portfolio CTAA Stock Details CTAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-3,320	Closed	-$84K	–	599
2020 Q4	$84K	Hold	3,320	–	–	0.01%	275
2020 Q3	$84.8K	Hold	3,320	–	–	0.01%	224
2020 Q2	$81.4K	Hold	3,320	–	–	0.01%	221
2020 Q1	$76.1K	Buy	+3,320	New	+$82.6K	0.01%	213

Heritage Wealth Advisors's CTAA Position: Q1 2021 in Review

Heritage Wealth Advisors sold out of Qwest Corporation 7% Notes due 2056 (CTAA) in Q1 2021, closing a stake of 3,320 shares — an estimated $84K sold.

Heritage Wealth Advisors first reported a position in CTAA in Q1 2020 and held it in 4 quarters. The position peaked at $84.8K in Q3 2020. 0 funds tracked by Wall St. Rank hold CTAA as of Q1 2021.

Heritage Wealth Advisors reported no remaining Qwest Corporation 7% Notes due 2056 position as of Q1 2021 after selling out during the quarter.
Heritage Wealth Advisors sold 3,320 Qwest Corporation 7% Notes due 2056 shares in Q1 2021, an estimated $84K.
Heritage Wealth Advisors first reported a position in Qwest Corporation 7% Notes due 2056 in Q1 2020 and held it in 4 quarters.
Heritage Wealth Advisors's Qwest Corporation 7% Notes due 2056 position peaked at $84.8K in Q3 2020.
0 funds tracked by Wall St. Rank held Qwest Corporation 7% Notes due 2056 as of Q1 2021.

Based on Heritage Wealth Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.