Atherton Lane Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,000
| Closed | -$205K | – | 271 |
|
|
2014
Q4 | $205K | Sell |
4,000
-1,500
| -27% | -$76.9K | 0.01% | 255 |
|
|
2014
Q3 | $324K | Sell |
5,500
-1,504
| -21% | -$88.6K | 0.02% | 208 |
|
|
2014
Q2 | $421K | Hold |
7,004
| – | – | 0.02% | 194 |
|
|
2014
Q1 | $386K | Hold |
7,004
| – | – | 0.02% | 110 |
|
|
2013
Q4 | $363K | Hold |
7,004
| – | – | 0.02% | 113 |
|
|
2013
Q3 | $369K | Hold |
7,004
| – | – | 0.03% | 100 |
|
|
2013
Q2 | $391K | Buy |
+7,004
| New | +$391K | 0.03% | 101 |
|