Heritage Wealth Advisors’s MORGAN STANLEY 6.625% Called for Redemption MS.PRG.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,200
| Closed | -$30K | – | 598 |
|
|
2019
Q4 | $30K | Hold |
1,200
| – | – | ﹤0.01% | 344 |
|
|
2019
Q3 | $30K | Buy |
1,200
+1,000
| +500% | +$25K | ﹤0.01% | 320 |
|
|
2019
Q2 | $5.07K | Hold |
200
| – | – | ﹤0.01% | 415 |
|
|
2019
Q1 | $5.07K | Hold |
200
| – | – | ﹤0.01% | 386 |
|
|
2018
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 342 |
|
|
2018
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 333 |
|