TFO Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-397
| Closed | -$6K | – | 181 |
|
2021
Q4 | $6K | Hold |
397
| – | – | ﹤0.01% | 106 |
|
2021
Q3 | $6K | Buy |
+397
| New | +$6K | ﹤0.01% | 112 |
|
2021
Q2 | – | Sell |
-363
| Closed | -$6K | – | 200 |
|
2021
Q1 | $6K | Buy |
+363
| New | +$6K | ﹤0.01% | 144 |
|
2020
Q4 | – | Sell |
-363
| Closed | -$4K | – | 178 |
|
2020
Q3 | $4K | Hold |
363
| – | – | ﹤0.01% | 117 |
|
2020
Q2 | $5K | Hold |
363
| – | – | ﹤0.01% | 116 |
|
2020
Q1 | $3K | Hold |
363
| – | – | ﹤0.01% | 115 |
|
2019
Q4 | $9K | Buy |
+363
| New | +$9K | 0.01% | 127 |
|