Gofen & Glossberg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-5,424
| Closed | -$236K | – | 457 |
|
|
2015
Q2 | $236K | Hold |
5,424
| – | – | 0.01% | 405 |
|
|
2015
Q1 | $265K | Hold |
5,424
| – | – | 0.01% | 382 |
|
|
2014
Q4 | $278K | Hold |
5,424
| – | – | 0.01% | 370 |
|
|
2014
Q3 | $319K | Sell |
5,424
-548
| -9% | -$32.2K | 0.01% | 332 |
|
|
2014
Q2 | $359K | Sell |
5,972
-1,556
| -21% | -$93.5K | 0.02% | 317 |
|
|
2014
Q1 | $408K | Sell |
7,528
-600
| -7% | -$32.5K | 0.02% | 292 |
|
|
2013
Q4 | $421K | Hold |
8,128
| – | – | 0.02% | 276 |
|
|
2013
Q3 | $428K | Hold |
8,128
| – | – | 0.02% | 267 |
|
|
2013
Q2 | $454K | Buy |
+8,128
| New | +$454K | 0.02% | 246 |
|