Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,670
| Closed | -$68.6K | – | 863 |
|
|
2023
Q4 | $68.6K | Buy |
3,670
+571
| +18% | +$10.7K | 0.01% | 204 |
|
|
2023
Q3 | $54K | Hold |
3,099
| – | – | 0.01% | 206 |
|
|
2023
Q2 | $53.1K | Hold |
3,099
| – | – | 0.01% | 216 |
|
|
2023
Q1 | $48.5K | Hold |
3,099
| – | – | 0.01% | 233 |
|
|
2022
Q4 | $49.6K | Hold |
3,099
| – | – | 0.01% | 251 |
|
|
2022
Q3 | $42K | Hold |
3,099
| – | – | 0.01% | 265 |
|
|
2022
Q2 | $43K | Hold |
3,099
| – | – | 0.01% | 261 |
|
|
2022
Q1 | $45K | Sell |
3,099
-959
| -24% | -$13.9K | 0.01% | 249 |
|
|
2021
Q4 | $64K | Sell |
4,058
-233
| -5% | -$3.68K | 0.01% | 227 |
|
|
2021
Q3 | $68K | Hold |
4,291
| – | – | 0.01% | 206 |
|
|
2021
Q2 | $77K | Buy |
4,291
+1,034
| +32% | +$18.6K | 0.02% | 199 |
|
|
2021
Q1 | $56K | Buy |
3,257
+1,284
| +65% | +$22.1K | 0.01% | 225 |
|
|
2020
Q4 | $28K | Hold |
1,973
| – | – | 0.01% | 254 |
|
|
2020
Q3 | $21K | Buy |
1,973
+856
| +77% | +$9.11K | 0.01% | 305 |
|
|
2020
Q2 | $16K | Buy |
1,117
+389
| +53% | +$5.57K | ﹤0.01% | 306 |
|
|
2020
Q1 | $6K | Hold |
728
| – | – | ﹤0.01% | 369 |
|
|
2019
Q4 | $19K | Hold |
728
| – | – | ﹤0.01% | 260 |
|
|
2019
Q3 | $21K | Buy |
728
+423
| +139% | +$12.2K | ﹤0.01% | 250 |
|
|
2019
Q2 | $8K | Buy |
+305
| New | +$8K | ﹤0.01% | 394 |
|