Bridgewealth Advisory Group’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,399
| Closed | -$226K | – | 82 |
|
|
2024
Q1 | $226K | Hold |
6,399
| – | – | 0.11% | 69 |
|
|
2023
Q4 | $220K | Buy |
+6,399
| New | +$220K | 0.17% | 70 |
|
|
2023
Q3 | – | Sell |
-6,399
| Closed | -$201K | – | 66 |
|
|
2023
Q2 | $201K | Hold |
6,399
| – | – | 0.33% | 55 |
|
|
2023
Q1 | $207K | Hold |
6,399
| – | – | 0.38% | 50 |
|
|
2022
Q4 | $217K | Buy |
+6,399
| New | +$217K | 0.43% | 48 |
|