BerganKDV 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-218
| Closed | -$3.49K | – | 1129 |
|
2022
Q4 | $3.49K | Hold |
218
| – | – | ﹤0.01% | 727 |
|
2022
Q3 | $3K | Sell |
218
-600
| -73% | -$8.26K | ﹤0.01% | 781 |
|
2022
Q2 | $11K | Hold |
818
| – | – | ﹤0.01% | 585 |
|
2022
Q1 | $12K | Hold |
818
| – | – | ﹤0.01% | 594 |
|
2021
Q4 | $13K | Hold |
818
| – | – | ﹤0.01% | 629 |
|
2021
Q3 | $13K | Hold |
818
| – | – | ﹤0.01% | 601 |
|
2021
Q2 | $15K | Hold |
818
| – | – | ﹤0.01% | 555 |
|
2021
Q1 | $14K | Hold |
818
| – | – | ﹤0.01% | 536 |
|
2020
Q4 | $12K | Hold |
818
| – | – | ﹤0.01% | 545 |
|
2020
Q3 | $9K | Buy |
+818
| New | +$9K | ﹤0.01% | 520 |
|