Carson Wealth (CWM LLC)’s NuStar Energy L.P. NS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-372
| Closed | -$9K | – | 5067 |
|
|
2024
Q1 | $9K | Hold |
372
| – | – | ﹤0.01% | 3430 |
|
|
2023
Q4 | $7K | Sell |
372
-728
| -66% | -$13.7K | ﹤0.01% | 3384 |
|
|
2023
Q3 | $19K | Buy |
1,100
+100
| +10% | +$1.73K | ﹤0.01% | 2729 |
|
|
2023
Q2 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 2762 |
|
|
2023
Q1 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 2672 |
|
|
2022
Q4 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 2534 |
|
|
2022
Q3 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 2489 |
|
|
2022
Q2 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 2394 |
|
|
2022
Q1 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 2310 |
|
|
2021
Q4 | $16K | Buy |
+1,000
| New | +$16K | ﹤0.01% | 2121 |
|
|
2021
Q2 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1847 |
|
|
2021
Q1 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1847 |
|
|
2020
Q4 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1847 |
|
|
2020
Q3 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1847 |
|
|
2020
Q2 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1847 |
|
|
2020
Q1 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1847 |
|
|
2019
Q4 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1847 |
|
|
2019
Q3 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1847 |
|
|
2019
Q2 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1847 |
|
|
2019
Q1 | $18K | Sell |
1,000
-793
| -44% | -$14.3K | ﹤0.01% | 1847 |
|
|
2018
Q4 | $38K | Hold |
1,793
| – | – | ﹤0.01% | 953 |
|
|
2018
Q3 | $50K | Buy |
+1,793
| New | +$50K | ﹤0.01% | 751 |
|