Caldwell Trust’s Plains All American Pipeline PAA Stock Holding History

Caldwell Trust’s Portfolio PAA Stock Details PAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-300
2023 Q1	$3.74K	Hold	300
2022 Q4	$3.53K	Buy	+300
2020 Q3	–	Sell	-300
2020 Q2	$2.65K	Hold	300
2020 Q1	$1.58K	Hold	300
2019 Q4	$5.52K	Buy	+300