Avantax Planning 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 | $343K | Buy |
18,700
+2,700
| +17% | +$49.5K | 0.01% | 328 |
|
|
2025
Q1 | $320K | Buy |
16,000
+2,000
| +14% | +$40K | 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 | +$214K | 0.01% | 337 |
|
|
2018
Q4 | – | Sell |
-634
| Closed | -$16K | – | 925 |
|
|
2018
Q3 | $16K | Buy |
+634
| New | +$16K | ﹤0.01% | 757 |
|
|
2018
Q2 | – | Sell |
-512
| Closed | -$11K | – | 1090 |
|
|
2018
Q1 | $11K | Buy |
+512
| New | +$11K | ﹤0.01% | 1003 |
|