Icon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $117K | Buy |
+6,715
| New | +$117K | 0.01% | 364 |
|
|
2019
Q4 | – | Sell |
-7,728
| Closed | -$219K | – | 182 |
|
|
2019
Q3 | $219K | Sell |
7,728
-214
| -3% | -$6.06K | 0.07% | 147 |
|
|
2019
Q2 | $216K | Sell |
7,942
-424
| -5% | -$11.5K | 0.08% | 143 |
|
|
2019
Q1 | $225K | Sell |
8,366
-211
| -2% | -$5.68K | 0.08% | 136 |
|
|
2018
Q4 | $180K | Sell |
8,577
-1,185
| -12% | -$24.9K | 0.09% | 149 |
|
|
2018
Q3 | $271K | Buy |
9,762
+1,359
| +16% | +$37.7K | 0.11% | 141 |
|
|
2018
Q2 | $190K | Buy |
8,403
+1,350
| +19% | +$30.5K | 0.08% | 166 |
|
|
2018
Q1 | $144K | Sell |
7,053
-29
| -0.4% | -$592 | 0.08% | 197 |
|
|
2017
Q4 | $212K | Buy |
+7,082
| New | +$212K | 0.11% | 169 |
|