Bartlett & Co Wealth Management’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
$15K Hold
400
﹤0.01% 862
2025
Q1
$16K Hold
400
﹤0.01% 849
2024
Q4
$14.8K Hold
400
﹤0.01% 857
2024
Q3
$16.5K Hold
400
﹤0.01% 845
2024
Q2
$14.8K Hold
400
﹤0.01% 863
2024
Q1
$14.1K Hold
400
﹤0.01% 872
2023
Q4
$14K Hold
400
﹤0.01% 946
2023
Q3
$12K Hold
400
﹤0.01% 903
2023
Q2
$12.6K Hold
400
﹤0.01% 896
2023
Q1
$13K Hold
400
﹤0.01% 787
2022
Q4
$13.6K Hold
400
﹤0.01% 785
2022
Q3
$12.2K Hold
400
﹤0.01% 792
2022
Q2
$14.2K Hold
400
﹤0.01% 797
2022
Q1
$15.1K Buy
+400
New +$15.1K ﹤0.01% 769
2020
Q2
Sell
-150
Closed -$2K 873
2020
Q1
$2K Buy
+150
New +$2K ﹤0.01% 778