Girard Partners’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
2018
Q4
Sell
-1,116
Closed -$27K 639
2018
Q3
$27K Buy
+1,116
New +$27K ﹤0.01% 552
2015
Q3
Sell
-7,939
Closed -$346K 161
2015
Q2
$346K Buy
7,939
+367
+5% +$16K 0.19% 109
2015
Q1
$369K Buy
7,572
+695
+10% +$33.9K 0.22% 104
2014
Q4
$353K Buy
6,877
+2,085
+44% +$107K 0.22% 100
2014
Q3
$282K Buy
4,792
+893
+23% +$52.6K 0.19% 117
2014
Q2
$234K Buy
+3,899
New +$234K 0.16% 125