HighPoint Advisor Group’s Pembina Pipeline PBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$542K Buy
2025
Q1
$557K Sell
2024
Q4
$658K Sell
2024
Q3
$755K Buy
2024
Q2
$693K Sell
2024
Q1
$668K Sell
2023
Q4
$665K Buy
2022
Q2
$705K Buy
2021
Q3
$766K Buy
2021
Q2
$767K Buy
2021
Q1
$703K Buy
2020
Q4
$661K Buy
2019
Q3
Sell
2019
Q2
$106K Buy