Cahill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,335
| Closed | -$232K | – | 140 |
|
|
2017
Q1 | $232K | Hold |
7,335
| – | – | 0.13% | 117 |
|
|
2016
Q4 | $237K | Hold |
7,335
| – | – | 0.14% | 111 |
|
|
2016
Q3 | $231K | Hold |
7,335
| – | – | 0.15% | 113 |
|
|
2016
Q2 | $202K | Buy |
+7,335
| New | +$202K | 0.14% | 117 |
|
|
2015
Q4 | – | Sell |
-10,845
| Closed | -$330K | – | 109 |
|
|
2015
Q3 | $330K | Buy |
+10,845
| New | +$330K | 0.27% | 81 |
|