SWM
NS

Sendero Wealth Management’s NuStar Energy L.P. NS Stock Holding History

Sendero Wealth Management’s Portfolio NS Stock Details NS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-66,463
Closed -$1.55M – 166
2024
Q1 		$1.55M Buy
66,463
+3
+0% +$70 0.27% 61
2023
Q4 		$1.24M Buy
66,460
+5
+0% +$93 0.23% 70
2023
Q3 		$1.16M Buy
66,455
+5
+0% +$87 0.25% 70
2023
Q2 		$1.14M Buy
+66,450
New +$1.14M 0.25% 74