Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6K | Hold |
412
| – | – | ﹤0.01% | 1399 |
|
|
2021
Q2 | $7K | Hold |
412
| – | – | ﹤0.01% | 1262 |
|
|
2021
Q1 | $7K | Hold |
412
| – | – | ﹤0.01% | 1181 |
|
|
2020
Q4 | $5K | Sell |
412
-316
| -43% | -$3.84K | ﹤0.01% | 1186 |
|
|
2020
Q3 | $7K | Hold |
728
| – | – | ﹤0.01% | 949 |
|
|
2020
Q2 | $10K | Sell |
728
-875
| -55% | -$12K | ﹤0.01% | 778 |
|
|
2020
Q1 | $13K | Buy |
1,603
+710
| +80% | +$5.76K | ﹤0.01% | 614 |
|
|
2019
Q4 | $23K | Sell |
893
-170
| -16% | -$4.38K | 0.01% | 495 |
|
|
2019
Q3 | $29K | Hold |
1,063
| – | – | 0.01% | 412 |
|
|
2019
Q2 | $28K | Buy |
1,063
+170
| +19% | +$4.48K | 0.01% | 425 |
|
|
2019
Q1 | $24K | Sell |
893
-195
| -18% | -$5.24K | 0.01% | 414 |
|
|
2018
Q4 | $22K | Buy |
+1,088
| New | +$22K | 0.01% | 377 |
|