Avidian Wealth Enterprises’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-39,081
| Closed | -$611K | – | 496 |
|
|
2023
Q1 | $611K | Hold |
39,081
| – | – | 0.03% | 265 |
|
|
2022
Q4 | $625K | Hold |
39,081
| – | – | 0.04% | 244 |
|
|
2022
Q3 | $528K | Hold |
39,081
| – | – | 0.04% | 231 |
|
|
2022
Q2 | $547K | Sell |
39,081
-73
| -0.2% | -$1.02K | 0.04% | 247 |
|
|
2022
Q1 | $565K | Sell |
39,154
-13,357
| -25% | -$193K | 0.03% | 267 |
|
|
2021
Q4 | $834K | Buy |
52,511
+5,765
| +12% | +$91.6K | 0.05% | 213 |
|
|
2021
Q3 | $736K | Hold |
46,746
| – | – | 0.06% | 161 |
|
|
2021
Q2 | $844K | Buy |
46,746
+1,528
| +3% | +$27.6K | 0.06% | 147 |
|
|
2021
Q1 | $773K | Buy |
+45,218
| New | +$773K | 0.07% | 148 |
|