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