B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $158 | Buy |
11,293
+960
| +9% | +$13 | ﹤0.01% | 684 |
|
|
2022
Q1 | $149K | Buy |
+10,333
| New | +$149K | 0.01% | 581 |
|
|
2021
Q2 | – | Sell |
-15,523
| Closed | -$265K | – | 479 |
|
|
2021
Q1 | $265K | Sell |
15,523
-3,210
| -17% | -$54.8K | 0.03% | 317 |
|
|
2020
Q4 | $270K | Sell |
18,733
-2,064
| -10% | -$29.7K | 0.03% | 279 |
|
|
2020
Q3 | $221K | Buy |
20,797
+571
| +3% | +$6.07K | 0.03% | 343 |
|
|
2020
Q2 | $288K | Sell |
20,226
-1,314
| -6% | -$18.7K | 0.03% | 308 |
|
|
2020
Q1 | $185K | Buy |
+21,540
| New | +$185K | 0.02% | 441 |
|
|
2015
Q4 | – | Sell |
-5,395
| Closed | -$241K | – | 173 |
|
|
2015
Q3 | $241K | Sell |
5,395
-596
| -10% | -$26.6K | 0.34% | 114 |
|
|
2015
Q2 | $355K | Buy |
5,991
+1,304
| +28% | +$77.3K | 0.28% | 94 |
|
|
2015
Q1 | $284K | Buy |
4,687
+474
| +11% | +$28.7K | 0.21% | 132 |
|
|
2014
Q4 | $243K | Sell |
4,213
-247
| -6% | -$14.2K | 0.2% | 131 |
|
|
2014
Q3 | $294K | Buy |
4,460
+3,454
| +343% | +$228K | 0.22% | 134 |
|
|
2014
Q2 | $62K | Buy |
1,006
+4
| +0.4% | +$247 | 0.04% | 429 |
|
|
2014
Q1 | $55K | Buy |
+1,002
| New | +$55K | 0.04% | 426 |
|