Golden State Wealth Management’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-329
| Closed | -$6K | – | 673 |
|
|
2020
Q1 | $6K | Buy |
+329
| New | +$6K | ﹤0.01% | 713 |
|
|
2019
Q4 | – | Sell |
-321
| Closed | -$12K | – | 654 |
|
|
2019
Q3 | $12K | Buy |
321
+4
| +1% | +$150 | ﹤0.01% | 716 |
|
|
2019
Q2 | $11K | Buy |
317
+3
| +1% | +$104 | ﹤0.01% | 734 |
|
|
2019
Q1 | $12K | Buy |
+314
| New | +$12K | ﹤0.01% | 742 |
|