GoalVest Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $160K | Hold |
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|
2025
Q2 | $172K | Hold |
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|
2025
Q1 | $188K | Hold |
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|
2024
Q4 | $161K | Sell |
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|
2024
Q3 | $180K | Buy |
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|
2024
Q2 | $175K | Hold |
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|
2024
Q1 | $172K | Hold |
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|
2023
Q4 | $148K | Hold |
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|
2023
Q3 | $150K | Hold |
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|
2023
Q2 | $138K | Sell |
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|
2023
Q1 | $126K | Buy |
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|
2022
Q4 | $115K | Hold |
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|
2022
Q3 | $103K | Sell |
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|
2022
Q2 | $95K | Sell |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $1.02M | Buy |
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