Arkadios Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $530K | Buy |
28,918
+3,670
| +15% | +$67.2K | 0.02% | 809 |
|
2025
Q1 | $505K | Buy |
25,248
+159
| +0.6% | +$3.18K | 0.02% | 699 |
|
2024
Q4 | $429K | Buy |
25,089
+1,376
| +6% | +$23.5K | 0.02% | 604 |
|
2024
Q3 | $412K | Sell |
23,713
-77
| -0.3% | -$1.34K | 0.02% | 609 |
|
2024
Q2 | $425K | Buy |
+23,790
| New | +$425K | 0.03% | 519 |
|
2021
Q4 | – | Sell |
-1,405
| Closed | -$14K | – | 1392 |
|
2021
Q3 | $14K | Buy |
1,405
+6
| +0.4% | +$60 | ﹤0.01% | 1351 |
|
2021
Q2 | $15K | Buy |
1,399
+338
| +32% | +$3.62K | ﹤0.01% | 1406 |
|
2021
Q1 | $9K | Buy |
+1,061
| New | +$9K | ﹤0.01% | 1228 |
|
2020
Q4 | – | Sell |
-317
| Closed | -$2.09K | – | 1451 |
|
2020
Q3 | $2.09K | Buy |
317
+83
| +35% | +$548 | ﹤0.01% | 937 |
|
2020
Q2 | $1.83K | Buy |
+234
| New | +$1.83K | ﹤0.01% | 873 |
|