Plante Moran Financial Advisors’s NuStar GP Holdings LLC NSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-851
| Closed | -$25K | – | 1089 |
|
|
2016
Q4 | $25K | Sell |
851
-1,795
| -68% | -$52.7K | 0.02% | 452 |
|
|
2016
Q3 | $68K | Hold |
2,646
| – | – | 0.05% | 263 |
|
|
2016
Q2 | $68K | Hold |
2,646
| – | – | 0.05% | 244 |
|
|
2016
Q1 | $55K | Hold |
2,646
| – | – | 0.04% | 250 |
|
|
2015
Q4 | $56K | Sell |
2,646
-280
| -10% | -$5.93K | 0.04% | 259 |
|
|
2015
Q3 | $78K | Buy |
+2,926
| New | +$78K | 0.06% | 213 |
|