Buckingham Strategic Wealth’s Plains All American Pipeline PAA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$691K	Buy	38,695 +8,000	+26%	+$140K	0.01%	401
2024 Q1	$539K	Buy	30,695 +14,477	+89%	+$234K	0.01%	443
2023 Q4	$246K	Hold	16,218	–	–	﹤0.01%	627
2023 Q3	$248K	Hold	16,218	–	–	﹤0.01%	573
2023 Q2	$229K	Sell	16,218 -4,094	-20%	-$54.1K	﹤0.01%	596
2023 Q1	$239K	Hold	20,312	–	–	﹤0.01%	525
2022 Q4	$239K	Buy	20,312 +347	+2%	+$4.11K	﹤0.01%	527
2022 Q3	$210K	Buy	19,965 +176	+0.9%	+$1.97K	﹤0.01%	543
2022 Q2	$194K	Sell	19,789 -1,757	-8%	-$19.1K	﹤0.01%	562
2022 Q1	$232K	Sell	21,546 -2,894	-12%	-$31K	﹤0.01%	532
2021 Q4	$228K	Sell	24,440 -5,984	-20%	-$60.1K	﹤0.01%	539
2021 Q3	$309K	Sell	30,424 -14,613	-32%	-$145K	0.01%	463
2021 Q2	$512K	Buy	+45,037	New	+$463K	0.01%	351
2017 Q1	–	Sell	-8,903	Closed	-$287K	–	268
2016 Q4	$287K	Buy	8,903 +404	+5%	+$12.8K	0.09%	173
2016 Q3	$267K	Sell	8,499 -348	-4%	-$9.95K	0.09%	171
2016 Q2	$243K	Buy	+8,847	New	+$214K	0.08%	188
2015 Q4	–	Sell	-7,456	Closed	-$227K	–	222
2015 Q3	$227K	Buy	7,456 +120	+2%	+$4.39K	0.08%	177
2015 Q2	$320K	Sell	7,336 -183	-2%	-$8.78K	0.1%	147
2015 Q1	$367K	Buy	7,519 +157	+2%	+$7.79K	0.14%	123
2014 Q4	$378K	Buy	7,362 +75	+1%	+$3.98K	0.15%	115
2014 Q3	$429K	Buy	7,287 +67	+0.9%	+$3.93K	0.18%	90
2014 Q2	$434K	Buy	7,220 +937	+15%	+$53.3K	0.19%	89
2014 Q1	$346K	Hold	6,283	–	–	0.16%	93
2013 Q4	$325K	Hold	6,283	–	–	0.15%	97
2013 Q3	$331K	Sell	6,283 -240	-4%	-$12.8K	0.18%	86
2013 Q2	$364K	Buy	+6,523	New	+$369K	0.21%	78