LPWM
NS.PRB

Lake Point Wealth Management’s NuStar Energy L.P. 7.625% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Units representing limited partner interests NS.PRB Stock Holding History

Lake Point Wealth Management’s Portfolio NS.PRB Stock Details NS.PRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		$4K Buy
456
+19
+4% +$167 ﹤0.01% 207
2019
Q4 		$9K Buy
+437
New +$9K ﹤0.01% 290
2019
Q2 		$9K Hold
418
– – ﹤0.01% 351
2019
Q1 		$9K Buy
418
+18
+5% +$388 ﹤0.01% 351
2018
Q4 		$7K Buy
+400
New +$7K ﹤0.01% 521