Dynamic Advisor Solutions’s Plains All American Pipeline PAA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-7,999
| Closed | -$210K | – | 229 |
|
2017
Q2 | $210K | Hold |
7,999
| – | – | 0.08% | 207 |
|
2017
Q1 | $253K | Hold |
7,999
| – | – | 0.1% | 181 |
|
2016
Q4 | $258K | Buy |
7,999
+250
| +3% | +$8.06K | 0.1% | 183 |
|
2016
Q3 | $243K | Buy |
+7,749
| New | +$243K | 0.09% | 208 |
|