Heritage Wealth Advisors’s NuStar Energy L.P. 8.50% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Units NS.PRA Stock Holding History

Heritage Wealth Advisors’s Portfolio NS.PRA Stock Details NS.PRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,150	Closed	-$92.3K	–	579
2022 Q3	$92.3K	Hold	4,150	–	–	0.01%	256
2022 Q2	$96K	Hold	4,150	–	–	0.01%	264
2022 Q1	$100K	Hold	4,150	–	–	0.01%	252
2021 Q4	$105K	Hold	4,150	–	–	0.01%	263
2021 Q3	$101K	Hold	4,150	–	–	0.01%	251
2021 Q2	$101K	Hold	4,150	–	–	0.01%	257
2021 Q1	$99.3K	Hold	4,150	–	–	0.01%	267
2020 Q4	$83K	Hold	4,150	–	–	0.01%	278
2020 Q3	$73.6K	Hold	4,150	–	–	0.01%	237
2020 Q2	$71.7K	Hold	4,150	–	–	0.01%	233
2020 Q1	$45.2K	Hold	4,150	–	–	0.01%	254
2019 Q4	$99.9K	Buy	+4,150	New	+$100K	0.01%	231

Heritage Wealth Advisors's NS.PRA Position: Q4 2022 in Review

Heritage Wealth Advisors sold out of NuStar Energy L.P. 8.50% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Units (NS.PRA) in Q4 2022, closing a stake of 4,150 shares — an estimated $92.3K sold.

Heritage Wealth Advisors first reported a position in NS.PRA in Q4 2019 and held it in 12 quarters. The position peaked at $105K in Q4 2021. 0 funds tracked by Wall St. Rank hold NS.PRA as of Q4 2022.

Heritage Wealth Advisors reported no remaining NuStar Energy L.P. 8.50% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Units position as of Q4 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 4,150 NuStar Energy L.P. 8.50% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Units shares in Q4 2022, an estimated $92.3K.
Heritage Wealth Advisors first reported a position in NuStar Energy L.P. 8.50% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Units in Q4 2019 and held it in 12 quarters.
Heritage Wealth Advisors's NuStar Energy L.P. 8.50% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Units position peaked at $105K in Q4 2021.
0 funds tracked by Wall St. Rank held NuStar Energy L.P. 8.50% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Units as of Q4 2022.

Based on Heritage Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.