Acorn Wealth Advisors’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $307K | Sell |
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|
2025
Q2 | $288K | Sell |
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|
2025
Q1 | $322K | Sell |
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|
2024
Q4 | $301K | Sell |
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|
2024
Q3 | $347K | Sell |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $318K | Sell |
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|
2023
Q4 | $336K | Sell |
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|
2023
Q3 | $313K | Sell |
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $390K | Sell |
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|
2022
Q3 | $376K | Sell |
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|
2022
Q2 | $470K | Sell |
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|
2022
Q1 | $518K | Sell |
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|
2021
Q4 | $434K | Sell |
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|
2021
Q3 | $467K | Sell |
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|
2021
Q2 | $514K | Sell |
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|
2021
Q1 | $499K | Buy |
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|
2020
Q4 | $402K | Sell |
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|
2020
Q3 | $364K | Buy |
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|
2020
Q2 | $367K | Sell |
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|
2020
Q1 | $292K | Buy |
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|
2019
Q4 | $358K | Sell |
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|
2019
Q3 | $358K | Sell |
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|
2019
Q2 | $383K | Sell |
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|
2019
Q1 | $412K | Sell |
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|
2018
Q4 | $404K | Sell |
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|
2018
Q3 | $436K | Sell |
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|
2018
Q2 | $472K | Hold |
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|
2018
Q1 | $436K | Sell |
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|
2017
Q4 | $547K | Buy |
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