Carolinas Wealth Consulting’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-500
| Closed | -$15.4K | – | 1032 |
|
2023
Q3 | $15.4K | Hold |
500
| – | – | ﹤0.01% | 463 |
|
2023
Q2 | $15.7K | Hold |
500
| – | – | ﹤0.01% | 519 |
|
2023
Q1 | $16.4K | Hold |
500
| – | – | ﹤0.01% | 527 |
|
2022
Q4 | $17K | Hold |
500
| – | – | ﹤0.01% | 527 |
|
2022
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 498 |
|
2022
Q2 | $18K | Hold |
500
| – | – | ﹤0.01% | 475 |
|
2022
Q1 | $19K | Hold |
500
| – | – | ﹤0.01% | 492 |
|
2021
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 553 |
|
2021
Q3 | $16K | Hold |
500
| – | – | ﹤0.01% | 512 |
|
2021
Q2 | $16K | Hold |
500
| – | – | ﹤0.01% | 539 |
|
2021
Q1 | $15K | Buy |
+500
| New | +$15K | ﹤0.01% | 567 |
|