J.P. Morgan Private Wealth Advisors’s NuStar Energy L.P. NS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-17,743
| Closed | -$248K | – | 1998 |
|
|
2022
Q2 | $248K | Buy |
17,743
+1,598
| +10% | +$22.3K | ﹤0.01% | 1744 |
|
|
2022
Q1 | $233K | Buy |
16,145
+4,590
| +40% | +$66.2K | ﹤0.01% | 1855 |
|
|
2021
Q4 | $183K | Buy |
+11,555
| New | +$183K | ﹤0.01% | 1923 |
|
|
2021
Q2 | – | Sell |
-13,214
| Closed | -$226K | – | 1948 |
|
|
2021
Q1 | $226K | Sell |
13,214
-15,810
| -54% | -$270K | ﹤0.01% | 1637 |
|
|
2020
Q4 | $418K | Buy |
29,024
+3,007
| +12% | +$43.3K | ﹤0.01% | 1363 |
|
|
2020
Q3 | $276K | Buy |
26,017
+6,087
| +31% | +$64.6K | ﹤0.01% | 1396 |
|
|
2020
Q2 | $285K | Buy |
+19,930
| New | +$285K | ﹤0.01% | 1325 |
|
|
2014
Q1 | – | Sell |
-20,865
| Closed | -$1.06M | – | 889 |
|
|
2013
Q4 | $1.06M | Buy |
+20,865
| New | +$1.06M | 0.02% | 335 |
|