Bartlett & Co’s Plains All American Pipeline PAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-565
| Closed | -$5K | – | 1139 |
|
|
2020
Q4 | $5K | Buy |
+565
| New | +$5K | ﹤0.01% | 795 |
|
|
2016
Q1 | – | Sell |
-546
| Closed | -$13K | – | 729 |
|
|
2015
Q4 | $13K | Hold |
546
| – | – | ﹤0.01% | 594 |
|
|
2015
Q3 | $17K | Hold |
546
| – | – | ﹤0.01% | 558 |
|
|
2015
Q2 | $24K | Hold |
546
| – | – | ﹤0.01% | 531 |
|
|
2015
Q1 | $27K | Hold |
546
| – | – | ﹤0.01% | 513 |
|
|
2014
Q4 | $28K | Hold |
546
| – | – | ﹤0.01% | 511 |
|
|
2014
Q3 | $32K | Hold |
546
| – | – | ﹤0.01% | 486 |
|
|
2014
Q2 | $33K | Hold |
546
| – | – | ﹤0.01% | 497 |
|
|
2014
Q1 | $30K | Hold |
546
| – | – | ﹤0.01% | 491 |
|
|
2013
Q4 | $28K | Hold |
546
| – | – | ﹤0.01% | 475 |
|
|
2013
Q3 | $29K | Hold |
546
| – | – | ﹤0.01% | 473 |
|
|
2013
Q2 | $30K | Buy |
+546
| New | +$30K | ﹤0.01% | 462 |
|