WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $262K | Buy |
5,621
+1,245
| +28% | +$58K | 0.06% | 311 |
|
|
2017
Q1 | $227K | Sell |
4,376
-612
| -12% | -$31.7K | 0.06% | 307 |
|
|
2016
Q4 | $248K | Sell |
4,988
-716
| -13% | -$35.6K | 0.06% | 317 |
|
|
2016
Q3 | $283K | Buy |
5,704
+936
| +20% | +$46.4K | 0.07% | 281 |
|
|
2016
Q2 | $237K | Buy |
4,768
+2,000
| +72% | +$99.4K | 0.06% | 289 |
|
|
2016
Q1 | $112K | Buy |
2,768
+500
| +22% | +$20.2K | 0.03% | 446 |
|
|
2015
Q4 | $91K | Hold |
2,268
| – | – | 0.03% | 497 |
|
|
2015
Q3 | $102K | Hold |
2,268
| – | – | 0.03% | 465 |
|
|
2015
Q2 | $135K | Sell |
2,268
-100
| -4% | -$5.95K | 0.04% | 455 |
|
|
2015
Q1 | $144K | Sell |
2,368
-4,280
| -64% | -$260K | 0.04% | 435 |
|
|
2014
Q4 | $384K | Buy |
6,648
+100
| +2% | +$5.78K | 0.08% | 282 |
|
|
2014
Q3 | $432K | Buy |
6,548
+1,800
| +38% | +$119K | 0.08% | 284 |
|
|
2014
Q2 | $294K | Hold |
4,748
| – | – | 0.05% | 358 |
|
|
2014
Q1 | $261K | Sell |
4,748
-659
| -12% | -$36.2K | 0.05% | 380 |
|
|
2013
Q4 | $276K | Sell |
5,407
-1,445
| -21% | -$73.8K | 0.04% | 440 |
|
|
2013
Q3 | $275K | Buy |
6,852
+1,674
| +32% | +$67.2K | 0.04% | 410 |
|
|
2013
Q2 | $236K | Buy |
+5,178
| New | +$236K | 0.04% | 426 |
|