CWM
Cedar Wealth Management’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,060
| Closed | -$192K | – | 144 |
|
|
2017
Q3 | $192K | Hold |
9,060
| – | – | 0.11% | 54 |
|
|
2017
Q2 | $238K | Hold |
9,060
| – | – | 0.16% | 42 |
|
|
2017
Q1 | $286K | Buy |
9,060
+170
| +2% | +$5.37K | 0.18% | 35 |
|
|
2016
Q4 | $287K | Buy |
+8,890
| New | +$287K | 0.2% | 29 |
|
|
2016
Q3 | – | Sell |
-6,430
| Closed | -$177K | – | 125 |
|
|
2016
Q2 | $177K | Buy |
+6,430
| New | +$177K | 0.11% | 47 |
|