Focus Partners Wealth’s Plains All American Pipeline PAA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$652K Buy
35,604
+1,454
+4% +$26.6K ﹤0.01% 1300
2025
Q1
$683K Sell
34,150
-4,142
-11% -$82.8K ﹤0.01% 1197
2024
Q4
$654K Sell
38,292
-4,228
-10% -$72.2K ﹤0.01% 1202
2024
Q3
$739K Buy
42,520
+6,668
+19% +$116K ﹤0.01% 1012
2024
Q2
$640K Buy
+35,852
New +$640K ﹤0.01% 897