Forum Financial Management’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
Q2
Sell
2025
Q1
$453K Hold
2024
Q4
$418K Hold
2024
Q3
$467K Hold
2024
Q2
$420K Hold
2024
Q1
$400K Hold
2023
Q4
$390K Hold
2023
Q3
$340K Sell
2023
Q2
$399K Buy
2023
Q1
$367K Hold
2022
Q4
$384K Hold
2022
Q3
$344K Hold
2022
Q2
$400K Hold
2022
Q1
$425K Hold
2021
Q4
$343K Buy