Carson Wealth (CWM LLC)’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $214K | Sell |
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|
2025
Q2 | $203K | Buy |
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|
2025
Q1 | $211K | Sell |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $325K | Buy |
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|
2024
Q2 | $210K | Buy |
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|
2024
Q1 | $119K | Buy |
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|
2023
Q4 | $104K | Buy |
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|
2023
Q3 | $88K | Buy |
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|
2023
Q2 | $75K | Sell |
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|
2023
Q1 | $105K | Buy |
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|
2022
Q4 | $82K | Buy |
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|
2022
Q3 | $64K | Buy |
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|
2022
Q2 | $69K | Buy |
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|
2022
Q1 | $66K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1K | Sell |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $2K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $17K | Sell |
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|
2017
Q3 | $19K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $9K | Sell |
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|
2015
Q3 | $20K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $53K | Buy |
|