Avantax Planning Partners’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $289K | Hold |
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|
2025
Q2 | $268K | Hold |
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|
2025
Q1 | $286K | Hold |
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|
2024
Q4 | $264K | Hold |
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|
2024
Q3 | $294K | Hold |
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|
2024
Q2 | $264K | Hold |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | $241K | Hold |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $220K | Hold |
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|
2023
Q1 | $227K | Hold |
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|
2022
Q4 | $237K | Hold |
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|
2022
Q3 | $212K | Hold |
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|
2022
Q2 | $247K | Hold |
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|
2022
Q1 | $263K | Hold |
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|
2021
Q4 | $212K | Hold |
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|
2021
Q3 | $222K | Hold |
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|
2021
Q2 | $222K | Hold |
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|
2021
Q1 | $202K | Buy |
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