Avantax Planning Partners’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
7,133
| – | – | 0.01% | 374 |
|
|
2025
Q1 | $286K | Hold |
7,133
| – | – | 0.01% | 342 |
|
|
2024
Q4 | $264K | Hold |
7,133
| – | – | 0.01% | 359 |
|
|
2024
Q3 | $294K | Hold |
7,133
| – | – | 0.01% | 339 |
|
|
2024
Q2 | $264K | Hold |
7,133
| – | – | 0.01% | 382 |
|
|
2024
Q1 | $252K | Buy |
7,133
+142
| +2% | +$5.02K | 0.01% | 393 |
|
|
2023
Q4 | $241K | Hold |
6,991
| – | – | 0.01% | 328 |
|
|
2023
Q3 | $210K | Hold |
6,991
| – | – | 0.01% | 340 |
|
|
2023
Q2 | $220K | Hold |
6,991
| – | – | 0.01% | 341 |
|
|
2023
Q1 | $227K | Hold |
6,991
| – | – | 0.01% | 336 |
|
|
2022
Q4 | $237K | Hold |
6,991
| – | – | 0.01% | 325 |
|
|
2022
Q3 | $212K | Hold |
6,991
| – | – | 0.01% | 322 |
|
|
2022
Q2 | $247K | Hold |
6,991
| – | – | 0.01% | 299 |
|
|
2022
Q1 | $263K | Hold |
6,991
| – | – | 0.01% | 302 |
|
|
2021
Q4 | $212K | Hold |
6,991
| – | – | 0.01% | 328 |
|
|
2021
Q3 | $222K | Hold |
6,991
| – | – | 0.01% | 303 |
|
|
2021
Q2 | $222K | Hold |
6,991
| – | – | 0.01% | 297 |
|
|
2021
Q1 | $202K | Buy |
+6,991
| New | +$202K | 0.01% | 294 |
|