MWAC
NS
Mariner Wealth Advisors (Cincinnati)’s NuStar Energy L.P. NS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-9,820
| Closed | -$200K | – | 310 |
|
|
2018
Q1 | $200K | Hold |
9,820
| – | – | 0.01% | 275 |
|
|
2017
Q4 | $294K | Hold |
9,820
| – | – | 0.02% | 234 |
|
|
2017
Q3 | $399K | Hold |
9,820
| – | – | 0.03% | 189 |
|
|
2017
Q2 | $458K | Hold |
9,820
| – | – | 0.03% | 175 |
|
|
2017
Q1 | $510K | Hold |
9,820
| – | – | 0.04% | 163 |
|
|
2016
Q4 | $489K | Hold |
9,820
| – | – | 0.04% | 161 |
|
|
2016
Q3 | $487K | Hold |
9,820
| – | – | 0.04% | 165 |
|
|
2016
Q2 | $489K | Buy |
9,820
+3,280
| +50% | +$163K | 0.04% | 163 |
|
|
2016
Q1 | $264K | Buy |
+6,540
| New | +$264K | 0.03% | 205 |
|