Icon Wealth Partners’s Plains GP Holdings PAGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,587
| Closed | -$139K | – | 592 |
|
|
2019
Q1 | $139K | Sell |
5,587
-1,119
| -17% | -$27.8K | 0.05% | 187 |
|
|
2018
Q4 | $135K | Buy |
+6,706
| New | +$135K | 0.07% | 177 |
|
|
2018
Q3 | – | Sell |
-7,093
| Closed | -$170K | – | 592 |
|
|
2018
Q2 | $170K | Buy |
7,093
+2,378
| +50% | +$57K | 0.07% | 175 |
|
|
2018
Q1 | $103K | Buy |
4,715
+5
| +0.1% | +$109 | 0.06% | 250 |
|
|
2017
Q4 | $103K | Buy |
+4,710
| New | +$103K | 0.05% | 269 |
|