Braun Stacey Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-6,000
| Closed | -$261K | – | 233 |
|
|
2015
Q2 | $261K | Buy |
6,000
+1,300
| +28% | +$56.6K | 0.01% | 283 |
|
|
2015
Q1 | $229K | Hold |
4,700
| – | – | 0.01% | 147 |
|
|
2014
Q4 | $241K | Sell |
4,700
-1,600
| -25% | -$82K | 0.01% | 150 |
|
|
2014
Q3 | $371K | Hold |
6,300
| – | – | 0.02% | 125 |
|
|
2014
Q2 | $378K | Buy |
6,300
+1,000
| +19% | +$60K | 0.02% | 123 |
|
|
2014
Q1 | $292K | Sell |
5,300
-300
| -5% | -$16.5K | 0.02% | 128 |
|
|
2013
Q4 | $290K | Hold |
5,600
| – | – | 0.02% | 125 |
|
|
2013
Q3 | $295K | Hold |
5,600
| – | – | 0.02% | 124 |
|
|
2013
Q2 | $313K | Buy |
+5,600
| New | +$313K | 0.02% | 129 |
|