Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-500
| Closed | -$11.6K | – | 928 |
|
|
2024
Q1 | $11.6K | Buy |
+500
| New | +$11.6K | ﹤0.01% | 561 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$8.72K | – | 1051 |
|
|
2023
Q3 | $8.72K | Hold |
500
| – | – | ﹤0.01% | 638 |
|
|
2023
Q2 | $8.57K | Hold |
500
| – | – | ﹤0.01% | 627 |
|
|
2023
Q1 | $7.82K | Hold |
500
| – | – | ﹤0.01% | 623 |
|
|
2022
Q4 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 668 |
|
|
2022
Q3 | – | Sell |
-500
| Closed | -$7K | – | 1240 |
|
|
2022
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 767 |
|
|
2022
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 855 |
|
|
2021
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 849 |
|
|
2021
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 518 |
|
|
2021
Q2 | $9K | Hold |
500
| – | – | ﹤0.01% | 647 |
|
|
2021
Q1 | $9K | Hold |
500
| – | – | ﹤0.01% | 600 |
|
|
2020
Q4 | $7K | Buy |
+500
| New | +$7K | 0.01% | 396 |
|