Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,200
| Closed | -$27K | – | 1078 |
|
|
2018
Q2 | $27K | Buy |
+1,200
| New | +$27K | 0.01% | 673 |
|
|
2015
Q1 | $224K | Sell |
3,685
-2,755
| -43% | -$167K | 0.07% | 269 |
|
|
2014
Q4 | $198K | Buy |
6,440
+3,000
| +87% | +$92.2K | 0.06% | 264 |
|
|
2014
Q3 | $224K | Hold |
3,440
| – | – | 0.07% | 236 |
|
|
2014
Q2 | $213K | Buy |
3,440
+440
| +15% | +$27.2K | 0.07% | 249 |
|
|
2014
Q1 | $165K | Hold |
3,000
| – | – | 0.06% | 246 |
|
|
2013
Q4 | $153K | Hold |
3,000
| – | – | 0.06% | 250 |
|
|
2013
Q3 | $120K | Buy |
+3,000
| New | +$120K | 0.05% | 262 |
|