Independent Advisor Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,130
| Closed | -$108K | – | 559 |
|
|
2020
Q3 | $108K | Buy |
10,130
+56
| +0.6% | +$597 | 0.01% | 474 |
|
|
2020
Q2 | $144K | Buy |
+10,074
| New | +$144K | 0.02% | 452 |
|
|
2020
Q1 | – | Sell |
-8,067
| Closed | -$209K | – | 884 |
|
|
2019
Q4 | $209K | Sell |
8,067
-70
| -0.9% | -$1.81K | 0.01% | 809 |
|
|
2019
Q3 | $230K | Buy |
8,137
+5
| +0.1% | +$141 | 0.03% | 391 |
|
|
2019
Q2 | $221K | Sell |
8,132
-170
| -2% | -$4.62K | 0.03% | 360 |
|
|
2019
Q1 | $223K | Buy |
+8,302
| New | +$223K | 0.03% | 379 |
|
|
2018
Q4 | – | Sell |
-8,052
| Closed | -$231K | – | 460 |
|
|
2018
Q3 | $231K | Buy |
+8,052
| New | +$231K | 0.04% | 301 |
|