Fortem Financial Group’s Plains All American Pipeline PAA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.48M	Sell	66,211 -22,052	-25%	-$448K	0.37%	66
2025 Q4	$1.59M	Sell	88,263 -3,057	-3%	-$52K	0.42%	62
2025 Q3	$1.56M	Sell	91,320 -1,956	-2%	-$35K	0.45%	61
2025 Q2	$1.71M	Buy	93,276 +12,122	+15%	+$212K	0.55%	53
2025 Q1	$1.62M	Buy	81,154 +14,876	+22%	+$294K	0.63%	46
2024 Q4	$1.13M	Buy	66,278 +2,772	+4%	+$48.2K	0.44%	66
2024 Q3	$1.1M	Sell	63,506 -7,975	-11%	-$143K	0.45%	68
2024 Q2	$1.28M	Sell	71,481 -6,512	-8%	-$114K	0.55%	56
2024 Q1	$1.37M	Sell	77,993 -3,687	-5%	-$59.5K	0.6%	54
2023 Q4	$1.24M	Sell	81,680 -4,426	-5%	-$67.6K	0.62%	50
2023 Q3	$1.32M	Sell	86,106 -9,076	-10%	-$136K	0.77%	36
2023 Q2	$1.34M	Sell	95,182 -3,698	-4%	-$48.8K	0.8%	35
2023 Q1	$1.23M	Buy	98,880 +8,426	+9%	+$105K	0.8%	37
2022 Q4	$1.06M	Buy	90,454 +10,850	+14%	+$129K	0.62%	49
2022 Q3	$837K	Buy	79,604 +21,333	+37%	+$238K	0.58%	66
2022 Q2	$572K	Buy	+58,271	New	+$632K	0.38%	87