EverSource Wealth Advisors’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.2K | Buy |
1,766
+215
| +14% | +$8.07K | ﹤0.01% | 1436 |
|
|
2025
Q1 | $62.1K | Buy |
1,551
+145
| +10% | +$5.8K | ﹤0.01% | 1131 |
|
|
2024
Q4 | $52K | Sell |
1,406
-212
| -13% | -$7.83K | ﹤0.01% | 1175 |
|
|
2024
Q3 | $66.7K | Sell |
1,618
-50
| -3% | -$2.06K | ﹤0.01% | 938 |
|
|
2024
Q2 | $64.6K | Buy |
1,668
+387
| +30% | +$15K | ﹤0.01% | 973 |
|
|
2024
Q1 | $45.1K | Buy |
1,281
+200
| +19% | +$7.04K | ﹤0.01% | 1021 |
|
|
2023
Q4 | $37.2K | Buy |
1,081
+462
| +75% | +$15.9K | ﹤0.01% | 1015 |
|
|
2023
Q3 | $18.6K | Sell |
619
-840
| -58% | -$25.3K | ﹤0.01% | 1154 |
|
|
2023
Q2 | $45.9K | Buy |
1,459
+867
| +146% | +$27.3K | 0.01% | 872 |
|
|
2023
Q1 | $19.2K | Sell |
592
-107
| -15% | -$3.47K | ﹤0.01% | 1094 |
|
|
2022
Q4 | $23.7K | Hold |
699
| – | – | ﹤0.01% | 1013 |
|
|
2022
Q3 | $21K | Hold |
699
| – | – | ﹤0.01% | 891 |
|
|
2022
Q2 | $25K | Hold |
699
| – | – | 0.01% | 777 |
|
|
2022
Q1 | $27K | Sell |
699
-23
| -3% | -$888 | 0.01% | 603 |
|
|
2021
Q4 | $21K | Buy |
+722
| New | +$21K | 0.01% | 666 |
|