Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-150
| Closed | -$7K | – | 1070 |
|
|
2016
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 845 |
|
|
2016
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 860 |
|
|
2016
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 822 |
|
|
2015
Q4 | $6K | Sell |
150
-200
| -57% | -$8K | ﹤0.01% | 910 |
|
|
2015
Q3 | $16K | Hold |
350
| – | – | 0.01% | 646 |
|
|
2015
Q2 | $21K | Hold |
350
| – | – | 0.01% | 599 |
|
|
2015
Q1 | $21K | Buy |
+350
| New | +$21K | 0.01% | 563 |
|