Clearstead Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5K | Hold |
2,100
| – | – | ﹤0.01% | 1373 |
|
|
2025
Q1 | $42K | Hold |
2,100
| – | – | ﹤0.01% | 1211 |
|
|
2024
Q4 | $35.9K | Hold |
2,100
| – | – | ﹤0.01% | 1235 |
|
|
2024
Q3 | $36.5K | Hold |
2,100
| – | – | ﹤0.01% | 1272 |
|
|
2024
Q2 | $37.5K | Buy |
+2,100
| New | +$37.5K | ﹤0.01% | 1226 |
|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$15.3K | – | 1615 |
|
|
2023
Q3 | $15.3K | Buy |
+1,000
| New | +$15.3K | ﹤0.01% | 1062 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$10K | – | 1327 |
|
|
2022
Q2 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 923 |
|
|
2022
Q1 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 974 |
|
|
2021
Q4 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 934 |
|
|
2021
Q3 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 944 |
|
|
2021
Q2 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 788 |
|
|
2021
Q1 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 798 |
|
|
2020
Q4 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 750 |
|
|
2020
Q3 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 723 |
|
|
2020
Q2 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 611 |
|
|
2020
Q1 | $5K | Buy |
+1,000
| New | +$5K | ﹤0.01% | 647 |
|