AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,120
| Closed | -$240K | – | 2062 |
|
|
2023
Q4 | $240K | Sell |
11,120
-352
| -3% | -$7.59K | ﹤0.01% | 1813 |
|
|
2023
Q3 | $200K | Buy |
11,472
+1,303
| +13% | +$22.7K | ﹤0.01% | 1782 |
|
|
2023
Q2 | $174K | Sell |
10,169
-29,274
| -74% | -$502K | ﹤0.01% | 1763 |
|
|
2023
Q1 | $617K | Buy |
39,443
+17,286
| +78% | +$270K | ﹤0.01% | 1243 |
|
|
2022
Q4 | $355K | Sell |
22,157
-39,333
| -64% | -$629K | ﹤0.01% | 1437 |
|
|
2022
Q3 | $830K | Buy |
+61,490
| New | +$830K | 0.01% | 1018 |
|
|
2022
Q2 | – | Sell |
-20,746
| Closed | -$299K | – | 1860 |
|
|
2022
Q1 | $299K | Buy |
+20,746
| New | +$299K | ﹤0.01% | 1419 |
|