CPA
Clear Perspective Advisors’s Plains All American Pipeline PAA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-250
| Closed | -$6K | – | 350 |
|
2018
Q2 | $6K | Hold |
250
| – | – | ﹤0.01% | 412 |
|
2018
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 395 |
|
2017
Q4 | $5K | Hold |
250
| – | – | ﹤0.01% | 392 |
|
2017
Q3 | $5K | Hold |
250
| – | – | ﹤0.01% | 391 |
|
2017
Q2 | $7K | Hold |
250
| – | – | 0.01% | 370 |
|
2017
Q1 | $8K | Hold |
250
| – | – | 0.01% | 331 |
|
2016
Q4 | $8K | Buy |
+250
| New | +$8K | 0.01% | 327 |
|