GoalVest Advisory’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 | $172K | Hold |
9,399
| – | – | 0.04% | 136 |
|
|
2025
Q1 | $188K | Hold |
9,399
| – | – | 0.05% | 118 |
|
|
2024
Q4 | $161K | Sell |
9,399
-943
| -9% | -$16.1K | 0.04% | 127 |
|
|
2024
Q3 | $180K | Buy |
10,342
+570
| +6% | +$9.9K | 0.05% | 117 |
|
|
2024
Q2 | $175K | Hold |
9,772
| – | – | 0.06% | 111 |
|
|
2024
Q1 | $172K | Hold |
9,772
| – | – | 0.06% | 115 |
|
|
2023
Q4 | $148K | Hold |
9,772
| – | – | 0.07% | 77 |
|
|
2023
Q3 | $150K | Hold |
9,772
| – | – | 0.08% | 82 |
|
|
2023
Q2 | $138K | Sell |
9,772
-353
| -3% | -$4.98K | 0.07% | 82 |
|
|
2023
Q1 | $126K | Buy |
10,125
+353
| +4% | +$4.4K | 0.07% | 80 |
|
|
2022
Q4 | $115K | Hold |
9,772
| – | – | 0.07% | 87 |
|
|
2022
Q3 | $103K | Sell |
9,772
-5
| -0.1% | -$53 | 0.07% | 91 |
|
|
2022
Q2 | $95K | Sell |
9,777
-123,456
| -93% | -$1.2M | 0.06% | 131 |
|
|
2022
Q1 | $1.43M | Buy |
+133,233
| New | +$1.43M | 0.81% | 37 |
|
|
2021
Q2 | $1.38M | Buy |
121,605
+5,325
| +5% | +$60.5K | 0.86% | 33 |
|
|
2021
Q1 | $1.06M | Sell |
116,280
-8,147
| -7% | -$74.1K | 0.79% | 40 |
|
|
2020
Q4 | $1.03M | Buy |
+124,427
| New | +$1.03M | 0.86% | 31 |
|