EverSource Wealth Advisors’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
$71.9K Buy
2025
Q2
$66.2K Buy
2025
Q1
$62.1K Buy
2024
Q4
$52K Sell
2024
Q3
$66.7K Sell
2024
Q2
$64.6K Buy
2024
Q1
$45.1K Buy
2023
Q4
$37.2K Buy
2023
Q3
$18.6K Sell
2023
Q2
$45.9K Buy
2023
Q1
$19.2K Sell
2022
Q4
$23.7K Hold
2022
Q3
$21K Hold
2022
Q2
$25K Hold
2022
Q1
$27K Sell
2021
Q4
$21K Buy