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
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$99.9K | 0.01% | 231 |
|