Heritage Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.03M | Buy |
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|
2019
Q3 | $999K | Buy |
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|
2019
Q2 | $1.16M | Buy |
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|
2019
Q1 | $1.15M | Sell |
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|
2018
Q4 | $1.65M | Buy |
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|
2018
Q3 | $2.03M | Buy |
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|
2018
Q2 | $1.64M | Sell |
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|
2018
Q1 | $1.53M | Buy |
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|
2017
Q4 | $1.18M | Sell |
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|
2017
Q3 | $1.25M | Buy |
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|
2017
Q2 | $1.53M | Buy |
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|
2017
Q1 | $1.8M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.27M | Buy |
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|
2015
Q1 | $1.38M | Buy |
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|
2014
Q4 | $1M | Sell |
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|
2014
Q3 | $1.22M | Buy |
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|
2014
Q2 | $1.23M | Buy |
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|
2014
Q1 | $1.09M | Buy |
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|
2013
Q4 | $883K | Buy |
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