Icon Wealth Advisors’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,720
| Closed | -$137K | – | 520 |
|
|
2024
Q4 | $137K | Buy |
3,720
+36
| +1% | +$1.33K | 0.01% | 448 |
|
|
2024
Q3 | $152K | Sell |
3,684
-1,069
| -22% | -$44.1K | 0.01% | 406 |
|
|
2024
Q2 | $184K | Sell |
4,753
-1,269
| -21% | -$49.2K | 0.02% | 346 |
|
|
2024
Q1 | $213K | Hold |
6,022
| – | – | 0.02% | 328 |
|
|
2023
Q4 | $207K | Buy |
+6,022
| New | +$207K | 0.02% | 318 |
|