Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$14K | – | 1168 |
|
|
2020
Q4 | $14K | Buy |
+1,000
| New | +$14K | ﹤0.01% | 585 |
|
|
2018
Q4 | – | Sell |
-1,275
| Closed | -$35K | – | 978 |
|
|
2018
Q3 | $35K | Hold |
1,275
| – | – | 0.01% | 361 |
|
|
2018
Q2 | $29K | Hold |
1,275
| – | – | 0.01% | 427 |
|
|
2018
Q1 | $26K | Hold |
1,275
| – | – | 0.01% | 462 |
|
|
2017
Q4 | $38K | Hold |
1,275
| – | – | 0.02% | 399 |
|
|
2017
Q3 | $52K | Hold |
1,275
| – | – | 0.03% | 299 |
|
|
2017
Q2 | $59K | Hold |
1,275
| – | – | 0.04% | 277 |
|
|
2017
Q1 | $66K | Hold |
1,275
| – | – | 0.04% | 267 |
|
|
2016
Q4 | $63K | Buy |
+1,275
| New | +$63K | 0.04% | 285 |
|
|
2015
Q3 | – | Sell |
-1,360
| Closed | -$81K | – | 759 |
|
|
2015
Q2 | $81K | Buy |
+1,360
| New | +$81K | 0.06% | 219 |
|