Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-480
| Closed | -$8.37K | – | 1657 |
|
|
2023
Q3 | $8.37K | Buy |
480
+170
| +55% | +$2.97K | ﹤0.01% | 1141 |
|
|
2023
Q2 | $5.31K | Buy |
+310
| New | +$5.31K | ﹤0.01% | 1046 |
|
|
2023
Q1 | – | Sell |
-3,827
| Closed | -$61.2K | – | 1445 |
|
|
2022
Q4 | $61.2K | Buy |
3,827
+327
| +9% | +$5.23K | ﹤0.01% | 595 |
|
|
2022
Q3 | $47K | Hold |
3,500
| – | – | ﹤0.01% | 619 |
|
|
2022
Q2 | $49K | Buy |
+3,500
| New | +$49K | ﹤0.01% | 626 |
|