CFM Wealth Partners’s Plains All American Pipeline PAA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $349K | Hold |
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2025
Q1 | $381K | Hold |
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2024
Q4 | $325K | Sell |
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2024
Q3 | $414K | Hold |
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2024
Q2 | $425K | Hold |
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2024
Q1 | $418K | Hold |
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2023
Q4 | $361K | Buy |
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2023
Q3 | – | Sell |
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2023
Q2 | $335K | Buy |
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2023
Q1 | – | Sell |
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2022
Q4 | $262K | Buy |
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2022
Q3 | – | Sell |
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2022
Q2 | $219K | Hold |
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2022
Q1 | $240K | Hold |
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2021
Q4 | $219K | Buy |
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2021
Q3 | $226K | Buy |
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