IMA Advisory Services’s Plains All American Pipeline PAA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-3,000
| Closed | -$131K | – | 156 |
|
2015
Q2 | $131K | Buy |
+3,000
| New | +$131K | 0.06% | 165 |
|
2014
Q3 | – | Sell |
-4,200
| Closed | -$252K | – | 171 |
|
2014
Q2 | $252K | Hold |
4,200
| – | – | 0.12% | 150 |
|
2014
Q1 | $232K | Hold |
4,200
| – | – | 0.11% | 145 |
|
2013
Q4 | $217K | Hold |
4,200
| – | – | 0.1% | 147 |
|
2013
Q3 | $221K | Buy |
+4,200
| New | +$221K | 0.11% | 146 |
|