Axxcess Wealth Management’s Plains All American Pipeline PAA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-22,000
| Closed | -$386K | – | 914 |
|
2024
Q1 | $386K | Sell |
22,000
-12,910
| -37% | -$227K | 0.01% | 599 |
|
2023
Q4 | $529K | Buy |
34,910
+1,195
| +4% | +$18.1K | 0.02% | 498 |
|
2023
Q3 | $517K | Buy |
+33,715
| New | +$517K | 0.02% | 461 |
|
2023
Q2 | – | Sell |
-23,228
| Closed | -$290K | – | 659 |
|
2023
Q1 | $290K | Buy |
23,228
+7,844
| +51% | +$97.8K | 0.02% | 490 |
|
2022
Q4 | $181K | Buy |
+15,384
| New | +$181K | 0.01% | 570 |
|