IWA
NS
Intercontinental Wealth Advisors’s NuStar Energy L.P. NS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-386
| Closed | -$11K | – | 316 |
|
2019
Q4 | $11K | Hold |
386
| – | – | 0.01% | 276 |
|
2019
Q3 | $11K | Hold |
386
| – | – | 0.01% | 333 |
|
2019
Q2 | $10K | Hold |
386
| – | – | 0.01% | 328 |
|
2019
Q1 | $10K | Sell |
386
-1,443
| -79% | -$37.4K | 0.01% | 356 |
|
2018
Q4 | $38K | Buy |
+1,829
| New | +$38K | 0.02% | 240 |
|