Corient Private Wealth’s Pembina Pipeline PBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.59M Buy
2025
Q2
$1.21M Sell
2025
Q1
$1.45M Buy
2024
Q4
$1.3M Buy
2024
Q3
$772K Sell
2024
Q2
$1.27M Buy
2024
Q1
$1.17M Sell
2023
Q4
$1.26M Buy
2023
Q3
$1.08M Buy
2023
Q2
$1.08M Buy
2023
Q1
$1.1M Buy
2022
Q4
$387K Buy