CWA
Cypress Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.74M | Buy |
70,800
+15,150
| +27% | +$371K | 1.99% | 16 |
|
|
2018
Q4 | $1.12M | Buy |
55,650
+1,850
| +3% | +$37.1K | 1.53% | 23 |
|
|
2018
Q3 | $1.35M | Buy |
53,800
+3,000
| +6% | +$75.1K | 1.42% | 27 |
|
|
2018
Q2 | $1.2M | Sell |
50,800
-7,675
| -13% | -$181K | 1.3% | 29 |
|
|
2018
Q1 | $1.29M | Sell |
58,475
-9,457
| -14% | -$208K | 1.4% | 27 |
|
|
2017
Q4 | $1.4M | Buy |
+67,932
| New | +$1.4M | 1.34% | 28 |
|
|
2017
Q2 | – | Sell |
-28,532
| Closed | -$902K | – | 149 |
|
|
2017
Q1 | $902K | Sell |
28,532
-1,300
| -4% | -$41.1K | 0.41% | 54 |
|
|
2016
Q4 | $963K | Sell |
29,832
-100
| -0.3% | -$3.23K | 0.44% | 52 |
|
|
2016
Q3 | $940K | Sell |
29,932
-975
| -3% | -$30.6K | 0.42% | 54 |
|
|
2016
Q2 | $850K | Buy |
30,907
+2,350
| +8% | +$64.6K | 0.42% | 58 |
|
|
2016
Q1 | $599K | Sell |
28,557
-1,900
| -6% | -$39.9K | 0.27% | 81 |
|
|
2015
Q4 | $704K | Sell |
30,457
-7,220
| -19% | -$167K | 0.36% | 61 |
|
|
2015
Q3 | $1.15M | Buy |
37,677
+457
| +1% | +$13.9K | 0.62% | 37 |
|
|
2015
Q2 | $1.62M | Buy |
+37,220
| New | +$1.62M | 0.95% | 29 |
|