Charles Schwab Investment Advisory’s Plains All American Pipeline PAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-637,382
| Closed | -$11.7M | – | 126 |
|
|
2019
Q4 | $11.7M | Sell |
637,382
-13,926
| -2% | -$256K | 0.02% | 149 |
|
|
2019
Q3 | $13.5M | Sell |
651,308
-571
| -0.1% | -$11.8K | 0.02% | 145 |
|
|
2019
Q2 | $15.9M | Sell |
651,879
-12,780
| -2% | -$311K | 0.03% | 147 |
|
|
2019
Q1 | $16.3M | Sell |
664,659
-16,760
| -2% | -$411K | 0.03% | 148 |
|
|
2018
Q4 | $13.7M | Sell |
681,419
-27,340
| -4% | -$548K | 0.03% | 150 |
|
|
2018
Q3 | $17.7M | Buy |
708,759
+52
| +0% | +$1.3K | 0.03% | 143 |
|
|
2018
Q2 | $16.8M | Buy |
+708,707
| New | +$16.8M | 0.03% | 141 |
|