Beverly Hills Private Wealth’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 | $206K | Sell |
5,491
-451
| -8% | -$16.9K | 0.04% | 320 |
|
|
2025
Q1 | $238K | Buy |
5,942
+138
| +2% | +$5.52K | 0.05% | 308 |
|
|
2024
Q4 | $214K | Sell |
5,804
-365
| -6% | -$13.5K | 0.04% | 311 |
|
|
2024
Q3 | $254K | Sell |
6,169
-870
| -12% | -$35.9K | 0.05% | 293 |
|
|
2024
Q2 | $261K | Buy |
7,039
+635
| +10% | +$23.5K | 0.06% | 292 |
|
|
2024
Q1 | $226K | Sell |
6,404
-12
| -0.2% | -$424 | 0.05% | 319 |
|
|
2023
Q4 | $221K | Buy |
+6,416
| New | +$221K | 0.06% | 305 |
|
|
2023
Q3 | – | Sell |
-10,712
| Closed | -$330K | – | 313 |
|
|
2023
Q2 | $330K | Buy |
+10,712
| New | +$330K | 0.05% | 278 |
|