Clearstead Trust’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
Q1 | – | Sell |
-1,000
| Closed | -$17.1K | – | 880 |
|
|
2024
Q4 | $17.1K | Hold |
1,000
| – | – | ﹤0.01% | 329 |
|
|
2024
Q3 | $17.4K | Hold |
1,000
| – | – | ﹤0.01% | 318 |
|
|
2024
Q2 | $17.9K | Hold |
1,000
| – | – | ﹤0.01% | 322 |
|
|
2024
Q1 | $17.6K | Hold |
1,000
| – | – | ﹤0.01% | 320 |
|
|
2023
Q4 | $15.2K | Hold |
1,000
| – | – | ﹤0.01% | 313 |
|
|
2023
Q3 | $15.3K | Hold |
1,000
| – | – | 0.01% | 300 |
|
|
2023
Q2 | $14.1K | Hold |
1,000
| – | – | ﹤0.01% | 294 |
|
|
2023
Q1 | $12.5K | Hold |
1,000
| – | – | ﹤0.01% | 287 |
|
|
2022
Q4 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 303 |
|
|
2022
Q3 | $11K | Buy |
+1,000
| New | +$11K | ﹤0.01% | 285 |
|