GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,560
| Closed | -$251K | – | 244 |
|
|
2017
Q2 | $251K | Hold |
9,560
| – | – | 0.03% | 202 |
|
|
2017
Q1 | $302K | Buy |
+9,560
| New | +$302K | 0.04% | 186 |
|
|
2016
Q4 | – | Sell |
-8,004
| Closed | -$251K | – | 234 |
|
|
2016
Q3 | $251K | Hold |
8,004
| – | – | 0.05% | 190 |
|
|
2016
Q2 | $220K | Buy |
+8,004
| New | +$220K | 0.04% | 207 |
|
|
2015
Q4 | – | Sell |
-8,374
| Closed | -$254K | – | 226 |
|
|
2015
Q3 | $254K | Buy |
8,374
+145
| +2% | +$4.4K | 0.06% | 176 |
|
|
2015
Q2 | $359K | Sell |
8,229
-80
| -1% | -$3.49K | 0.07% | 172 |
|
|
2015
Q1 | $405K | Buy |
+8,309
| New | +$405K | 0.08% | 159 |
|