Arax Advisory Partners’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $54.2K | Hold |
468
| – | – | ﹤0.01% | 1196 |
|
2025
Q1 | $9.36K | Buy |
+468
| New | +$9.36K | ﹤0.01% | 1584 |
|
2021
Q3 | – | Sell |
-4,413
| Closed | -$50K | – | 1056 |
|
2021
Q2 | $50K | Buy |
+4,413
| New | +$50K | 0.01% | 468 |
|
2020
Q4 | $27K | Hold |
3,323
| – | – | ﹤0.01% | 477 |
|
2020
Q3 | $20K | Hold |
3,323
| – | – | ﹤0.01% | 475 |
|
2020
Q2 | $29K | Sell |
3,323
-772
| -19% | -$6.74K | 0.01% | 433 |
|
2020
Q1 | $22K | Buy |
4,095
+581
| +17% | +$3.12K | 0.01% | 450 |
|
2019
Q4 | $65K | Buy |
3,514
+21
| +0.6% | +$388 | 0.02% | 301 |
|
2019
Q3 | $72K | Buy |
+3,493
| New | +$72K | 0.02% | 275 |
|
2019
Q2 | – | Hold |
0
| – | – | – | 241 |
|
2018
Q4 | – | Hold |
0
| – | -$105K | – | 216 |
|
2018
Q3 | – | Sell |
-5,121
| Closed | -$121K | – | 192 |
|
2018
Q2 | $121K | Buy |
5,121
+956
| +23% | +$22.6K | 0.05% | 137 |
|
2018
Q1 | $91K | Sell |
4,165
-5,139
| -55% | -$112K | 0.05% | 147 |
|
2017
Q4 | $192K | Buy |
9,304
+74
| +0.8% | +$1.53K | 0.08% | 100 |
|
2017
Q3 | $195K | Buy |
9,230
+146
| +2% | +$3.09K | 0.09% | 93 |
|
2017
Q2 | $243K | Buy |
9,084
+1,539
| +20% | +$41.2K | 0.12% | 74 |
|
2017
Q1 | $238K | Buy |
7,545
+379
| +5% | +$12K | 0.11% | 62 |
|
2016
Q4 | $231K | Buy |
+7,166
| New | +$231K | 0.12% | 54 |
|