Bison Wealth’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
Q1
Sell
-11,754
Closed -$216K 380
2019
Q4
$216K Sell
11,754
-700
-6% -$12.9K 0.1% 218
2019
Q3
$258K Buy
12,454
+2,100
+20% +$43.5K 0.14% 172
2019
Q2
$252K Buy
+10,354
New +$252K 0.15% 171
2015
Q3
Sell
-6,020
Closed -$258K 248
2015
Q2
$258K Sell
6,020
-227
-4% -$9.73K 0.15% 181
2015
Q1
$305K Buy
6,247
+177
+3% +$8.64K 0.19% 158
2014
Q4
$312K Buy
+6,070
New +$312K 0.24% 131