B. Riley Wealth Advisors’s Plains GP Holdings PAGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-53,390
| Closed | -$1M | – | 1388 |
|
|
2024
Q2 | $1M | Sell |
53,390
-7,361
| -12% | -$139K | 0.03% | 539 |
|
|
2024
Q1 | $979K | Sell |
60,751
-2,677
| -4% | -$43.2K | 0.03% | 531 |
|
|
2023
Q4 | $1.01M | Buy |
63,428
+2,677
| +4% | +$42.7K | 0.03% | 523 |
|
|
2023
Q3 | $979K | Sell |
60,751
-7,839
| -11% | -$126K | 0.03% | 531 |
|
|
2023
Q2 | $1.02M | Buy |
68,590
+9,719
| +17% | +$144K | 0.02% | 561 |
|
|
2023
Q1 | $772K | Buy |
58,871
+10,546
| +22% | +$138K | 0.02% | 633 |
|
|
2022
Q4 | $601K | Buy |
48,325
+9,495
| +24% | +$118K | 0.02% | 716 |
|
|
2022
Q3 | $424K | Buy |
+38,830
| New | +$424K | 0.01% | 829 |
|