AJ Wealth Strategies’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $2.13M | Hold |
150,717
| – | – | 0.1% | 90 |
|
2023
Q1 | $1.88M | Hold |
150,717
| – | – | 0.1% | 93 |
|
2022
Q4 | $1.77M | Hold |
150,717
| – | – | 0.09% | 95 |
|
2022
Q3 | $1.59M | Hold |
150,717
| – | – | 0.09% | 98 |
|
2022
Q2 | $1.48M | Hold |
150,717
| – | – | 0.08% | 105 |
|
2022
Q1 | $1.62M | Hold |
150,717
| – | – | 0.08% | 107 |
|
2021
Q4 | $1.41M | Hold |
150,717
| – | – | 0.07% | 118 |
|
2021
Q3 | $1.53M | Hold |
150,717
| – | – | 0.08% | 102 |
|
2021
Q2 | $1.71M | Hold |
150,717
| – | – | 0.1% | 89 |
|
2021
Q1 | $1.37M | Buy |
150,717
+8,792
| +6% | +$80K | 0.1% | 94 |
|
2020
Q4 | $1.17M | Sell |
141,925
-17,659
| -11% | -$145K | 0.1% | 94 |
|
2020
Q3 | $954K | Buy |
159,584
+1,000
| +0.6% | +$5.98K | 0.1% | 92 |
|
2020
Q2 | $1.4M | Buy |
158,584
+71,565
| +82% | +$633K | 0.16% | 59 |
|
2020
Q1 | $459K | Buy |
+87,019
| New | +$459K | 0.06% | 99 |
|