Frontier Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-5,102
| Closed | -$207K | – | 410 |
|
|
2017
Q3 | $207K | Sell |
5,102
-3,500
| -41% | -$142K | 0.03% | 356 |
|
|
2017
Q2 | $401K | Hold |
8,602
| – | – | 0.06% | 256 |
|
|
2017
Q1 | $447K | Hold |
8,602
| – | – | 0.07% | 239 |
|
|
2016
Q4 | $428K | Hold |
8,602
| – | – | 0.07% | 236 |
|
|
2016
Q3 | $426K | Sell |
8,602
-1,091
| -11% | -$54K | 0.06% | 225 |
|
|
2016
Q2 | $483K | Hold |
9,693
| – | – | 0.08% | 208 |
|
|
2016
Q1 | $392K | Hold |
9,693
| – | – | 0.03% | 222 |
|
|
2015
Q4 | $389K | Hold |
9,693
| – | – | 0.06% | 224 |
|
|
2015
Q3 | $434K | Hold |
9,693
| – | – | 0.07% | 220 |
|
|
2015
Q2 | $575K | Buy |
+9,693
| New | +$575K | 0.09% | 187 |
|