1834 Investment Advisors’s Plains All American Pipeline PAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,530
| Closed | -$230K | – | 430 |
|
|
2019
Q4 | $230K | Buy |
12,530
+1,930
| +18% | +$35.4K | 0.04% | 180 |
|
|
2019
Q3 | $220K | Buy |
10,600
+600
| +6% | +$12.5K | 0.03% | 192 |
|
|
2019
Q2 | $244K | Sell |
10,000
-1,100
| -10% | -$26.8K | 0.04% | 178 |
|
|
2019
Q1 | $272K | Buy |
+11,100
| New | +$272K | 0.04% | 168 |
|
|
2014
Q4 | – | Sell |
-3,700
| Closed | -$218K | – | 157 |
|
|
2014
Q3 | $218K | Hold |
3,700
| – | – | 0.06% | 153 |
|
|
2014
Q2 | $222K | Hold |
3,700
| – | – | 0.06% | 151 |
|
|
2014
Q1 | $204K | Buy |
+3,700
| New | +$204K | 0.06% | 149 |
|
|
2013
Q3 | – | Sell |
-3,700
| Closed | -$206K | – | 154 |
|
|
2013
Q2 | $206K | Buy |
+3,700
| New | +$206K | 0.07% | 150 |
|