ORG Wealth Partners’s NEW SOURCE ENG PARTNERS LP 11%SR A CUMULATIVE CONV PFD UIT NSLP.PRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $0 | Hold |
500
| – | – | ﹤0.01% | 694 |
|
|
2025
Q4 | $0 | Hold |
500
| – | – | ﹤0.01% | 665 |
|
|
2025
Q3 | $0 | Hold |
500
| – | – | ﹤0.01% | 725 |
|
|
2025
Q2 | $0 | Buy |
+500
| New | – | ﹤0.01% | 694 |
|
|
2025
Q1 | – | Sell |
-500
| Closed | – | – | 823 |
|
|
2024
Q4 | $0 | Hold |
500
| – | – | ﹤0.01% | 550 |
|
|
2024
Q3 | $0 | Buy |
+500
| New | – | ﹤0.01% | 469 |
|