Greenleaf Trust’s Pembina Pipeline PBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Sell
8,676
-18
-0.2% -$675 ﹤0.01% 605
2025
Q1
$348K Sell
8,694
-778
-8% -$31.1K ﹤0.01% 600
2024
Q4
$350K Buy
9,472
+850
+10% +$31.4K ﹤0.01% 604
2024
Q3
$356K Hold
8,622
﹤0.01% 608
2024
Q2
$320K Buy
+8,622
New +$320K ﹤0.01% 598