Next Financial Group’s EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) EQC.PRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-200
| Closed | -$5K | – | 1951 |
|
|
2016
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 1397 |
|
|
2015
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 1419 |
|
|
2015
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1455 |
|
|
2014
Q4 | – | Sell |
-200
| Closed | -$5K | – | 2584 |
|
|
2014
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 2097 |
|