Integrated Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$265K Buy
2016
Q4
$271K Hold
2016
Q3
$263K Hold
2016
Q2
$231K Hold
2016
Q1
$176K Hold
2015
Q4
$194K Hold
2015
Q3
$255K Sell
2015
Q2
$658K Buy
2015
Q1
$729K Buy