Corient Private Wealth’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
Q1 | – | Sell |
-12,122
| Closed | -$226K | – | 2378 |
|
|
2023
Q4 | $226K | Sell |
12,122
-3,429
| -22% | -$64.1K | ﹤0.01% | 2004 |
|
|
2023
Q3 | $271K | Buy |
15,551
+2,101
| +16% | +$36.6K | ﹤0.01% | 1787 |
|
|
2023
Q2 | $231K | Hold |
13,450
| – | – | ﹤0.01% | 1805 |
|
|
2023
Q1 | $210K | Buy |
13,450
+550
| +4% | +$8.6K | ﹤0.01% | 1771 |
|
|
2022
Q4 | $206K | Buy |
+12,900
| New | +$206K | ﹤0.01% | 1475 |
|