IFP 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
Q2 | $35.3K | Sell |
941
-1,067
| -53% | -$40K | ﹤0.01% | 2236 |
|
2025
Q1 | $80.3K | Buy |
2,008
+43
| +2% | +$1.72K | ﹤0.01% | 1651 |
|
2024
Q4 | $72.7K | Sell |
1,965
-444
| -18% | -$16.4K | ﹤0.01% | 1638 |
|
2024
Q3 | $99.6K | Sell |
2,409
-3,397
| -59% | -$140K | ﹤0.01% | 1407 |
|
2024
Q2 | $215K | Sell |
5,806
-6,145
| -51% | -$228K | 0.01% | 1012 |
|
2024
Q1 | $422K | Buy |
11,951
+504
| +4% | +$17.8K | 0.02% | 667 |
|
2023
Q4 | $394K | Buy |
11,447
+11,142
| +3,653% | +$384K | 0.02% | 664 |
|
2023
Q3 | $9.17K | Buy |
305
+150
| +97% | +$4.51K | ﹤0.01% | 2285 |
|
2023
Q2 | $4.87K | Hold |
155
| – | – | ﹤0.01% | 2554 |
|
2023
Q1 | $5.37K | Sell |
155
-10
| -6% | -$346 | ﹤0.01% | 2533 |
|
2022
Q4 | $7K | Hold |
165
| – | – | ﹤0.01% | 3620 |
|
2022
Q3 | $7K | Hold |
165
| – | – | ﹤0.01% | 3871 |
|
2022
Q2 | $7K | Hold |
165
| – | – | ﹤0.01% | 3618 |
|
2022
Q1 | $7K | Buy |
165
+10
| +6% | +$424 | ﹤0.01% | 3618 |
|
2021
Q4 | $4K | Hold |
155
| – | – | ﹤0.01% | 2540 |
|
2021
Q3 | $5K | Hold |
155
| – | – | ﹤0.01% | 2505 |
|
2021
Q2 | $5K | Hold |
155
| – | – | ﹤0.01% | 2465 |
|
2021
Q1 | $4K | Sell |
155
-440
| -74% | -$11.4K | ﹤0.01% | 2469 |
|
2020
Q4 | $15K | Buy |
595
+440
| +284% | +$11.1K | ﹤0.01% | 1905 |
|
2020
Q3 | $3K | Hold |
155
| – | – | ﹤0.01% | 2364 |
|
2020
Q2 | $4K | Hold |
155
| – | – | ﹤0.01% | 2165 |
|
2020
Q1 | $3K | Sell |
155
-415
| -73% | -$8.03K | ﹤0.01% | 2225 |
|
2019
Q4 | $21K | Hold |
570
| – | – | ﹤0.01% | 1601 |
|
2019
Q3 | $21K | Buy |
+570
| New | +$21K | ﹤0.01% | 1739 |
|
2019
Q1 | $33K | Sell |
909
-1,622
| -64% | -$58.9K | ﹤0.01% | 1141 |
|
2018
Q4 | $75K | Sell |
2,531
-4,822
| -66% | -$143K | ﹤0.01% | 1349 |
|
2018
Q3 | $250K | Buy |
7,353
+1,001
| +16% | +$34K | 0.01% | 954 |
|
2018
Q2 | $220K | Buy |
6,352
+214
| +3% | +$7.41K | 0.01% | 1008 |
|
2018
Q1 | $222K | Hold |
6,138
| – | – | 0.01% | 943 |
|
2017
Q4 | $222K | Sell |
6,138
-942
| -13% | -$34.1K | 0.01% | 941 |
|
2017
Q3 | $249K | Sell |
7,080
-1,481
| -17% | -$52.1K | 0.01% | 1014 |
|
2017
Q2 | $284K | Buy |
8,561
+14
| +0.2% | +$464 | 0.01% | 933 |
|
2017
Q1 | $271K | Buy |
8,547
+13
| +0.2% | +$412 | 0.01% | 955 |
|
2016
Q4 | $267K | Buy |
8,534
+682
| +9% | +$21.3K | 0.01% | 906 |
|
2016
Q3 | $239K | Sell |
7,852
-94
| -1% | -$2.86K | 0.01% | 911 |
|
2016
Q2 | $241K | Buy |
7,946
+7,037
| +774% | +$213K | 0.01% | 882 |
|
2016
Q1 | $33K | Sell |
909
-6,695
| -88% | -$243K | ﹤0.01% | 1141 |
|
2015
Q4 | $165K | Buy |
+7,604
| New | +$165K | 0.01% | 923 |
|