Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,543
| Closed | -$8K | – | 1776 |
|
|
2020
Q1 | $8K | Buy |
+1,543
| New | +$8K | ﹤0.01% | 732 |
|
|
2019
Q4 | – | Sell |
-295
| Closed | -$6K | – | 1524 |
|
|
2019
Q3 | $6K | Sell |
295
-166
| -36% | -$3.38K | ﹤0.01% | 901 |
|
|
2019
Q2 | $11K | Buy |
+461
| New | +$11K | ﹤0.01% | 698 |
|
|
2019
Q1 | – | Sell |
-624
| Closed | -$12K | – | 1446 |
|
|
2018
Q4 | $12K | Buy |
+624
| New | +$12K | ﹤0.01% | 478 |
|