Advocacy Wealth Management Services’s NuStar Energy L.P. NS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-100
| Closed | -$2K | – | 180 |
|
|
2018
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 156 |
|
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 166 |
|
|
2018
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 168 |
|
|
2018
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 196 |
|
|
2017
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 201 |
|
|
2017
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 248 |
|
|
2017
Q2 | $5K | Sell |
100
-50
| -33% | -$2.5K | ﹤0.01% | 238 |
|
|
2017
Q1 | $8K | Hold |
150
| – | – | ﹤0.01% | 234 |
|
|
2016
Q4 | $7K | Hold |
150
| – | – | ﹤0.01% | 235 |
|
|
2016
Q3 | $7K | Sell |
150
-2,741
| -95% | -$128K | ﹤0.01% | 300 |
|
|
2016
Q2 | $144K | Sell |
2,891
-2,000
| -41% | -$99.6K | 0.07% | 81 |
|
|
2016
Q1 | $198K | Sell |
4,891
-3,107
| -39% | -$126K | 0.14% | 89 |
|
|
2015
Q4 | $318K | Buy |
+7,998
| New | +$318K | 0.36% | 65 |
|
|
2013
Q3 | $68K | Sell |
1,704
-200
| -11% | -$7.98K | 0.19% | 94 |
|
|
2013
Q2 | $87K | Buy |
+1,904
| New | +$87K | 0.35% | 66 |
|