Congress 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
2024 Q3	–	Sell	-11,691	Closed	-$209K	–	864
2024 Q2	$209K	Buy	11,691 +183	+2%	+$3.27K	﹤0.01%	703
2024 Q1	$202K	Buy	11,508 +197	+2%	+$3.46K	﹤0.01%	572
2023 Q4	$171K	Sell	11,311 -8,529	-43%	-$129K	﹤0.01%	601
2023 Q3	$304K	Buy	+19,840	New	+$304K	0.01%	521