Concert Wealth Management’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
2015
Q4
Sell
-20,665
Closed -$624K 726
2015
Q3
$624K Buy
20,665
+8,137
+65% +$246K 0.08% 298
2015
Q2
$545K Buy
12,528
+3,745
+43% +$163K 0.07% 344
2015
Q1
$330K Buy
8,783
+204
+2% +$7.67K 0.09% 272
2014
Q4
$441K Buy
+8,579
New +$441K 0.07% 353