Avantax Planning Partners’s Plains All American Pipeline PAA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$368K	Sell	16,500 -2,200	-12%	-$44.7K	0.01%	317
2025 Q4	$336K	Hold	18,700	–	–	0.01%	335
2025 Q3	$319K	Hold	18,700	–	–	0.01%	341
2025 Q2	$343K	Buy	18,700 +2,700	+17%	+$47.1K	0.01%	328
2025 Q1	$320K	Buy	16,000 +2,000	+14%	+$39.5K	0.01%	326
2024 Q4	$239K	Hold	14,000	–	–	0.01%	377
2024 Q3	$243K	Hold	14,000	–	–	0.01%	376
2024 Q2	$250K	Hold	14,000	–	–	0.01%	395
2024 Q1	$246K	Hold	14,000	–	–	0.01%	403
2023 Q4	$212K	Hold	14,000	–	–	0.01%	350
2023 Q3	$214K	Buy	+14,000	New	+$210K	0.01%	337
2018 Q4	–	Sell	-634	Closed	-$16K	–	927
2018 Q3	$16K	Buy	+634	New	+$16K	﹤0.01%	757
2018 Q2	–	Sell	-512	Closed	-$11K	–	1097
2018 Q1	$11K	Buy	+512	New	+$11.3K	﹤0.01%	1004