Valeo 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
Q2 | – | Sell |
-500
| Closed | -$9K | – | 1836 |
|
|
2021
Q1 | $9K | Hold |
500
| – | – | ﹤0.01% | 1318 |
|
|
2020
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 1275 |
|
|
2020
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 1228 |
|
|
2020
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 1348 |
|
|
2020
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 1272 |
|
|
2019
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 1027 |
|
|
2019
Q3 | $14K | Hold |
500
| – | – | ﹤0.01% | 939 |
|
|
2019
Q2 | $14K | Hold |
500
| – | – | ﹤0.01% | 942 |
|
|
2019
Q1 | $13K | Hold |
500
| – | – | ﹤0.01% | 902 |
|
|
2018
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 887 |
|
|
2018
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 918 |
|
|
2018
Q2 | $14K | Hold |
500
| – | – | ﹤0.01% | 864 |
|
|
2018
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 931 |
|
|
2017
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 738 |
|
|
2017
Q3 | $20K | Buy |
+500
| New | +$20K | ﹤0.01% | 552 |
|