AWA
AmeriServ Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-5,535
| Closed | -$326K | – | 124 |
|
|
2014
Q3 | $326K | Hold |
5,535
| – | – | 0.56% | 67 |
|
|
2014
Q2 | $332K | Hold |
5,535
| – | – | 0.36% | 78 |
|
|
2014
Q1 | $305K | Hold |
5,535
| – | – | 0.31% | 89 |
|
|
2013
Q4 | $287K | Sell |
5,535
-35
| -0.6% | -$1.82K | 0.17% | 142 |
|
|
2013
Q3 | $293K | Hold |
5,570
| – | – | 0.19% | 133 |
|
|
2013
Q2 | $311K | Buy |
+5,570
| New | +$311K | 0.2% | 132 |
|