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 |
|