Gupta Wealth Management’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $302K | Buy |
14,400
+5,880
| +69% | +$123K | 0.07% | 193 |
|
|
2015
Q4 | $197K | Hold |
8,520
| – | – | 0.05% | 248 |
|
|
2015
Q3 | $259K | Sell |
8,520
-1,068
| -11% | -$32.5K | 0.06% | 214 |
|
|
2015
Q2 | $418K | Sell |
9,588
-4,000
| -29% | -$174K | 0.1% | 166 |
|
|
2015
Q1 | $663K | Buy |
+13,588
| New | +$663K | 0.2% | 104 |
|