Jacobson & Schmitt Advisors’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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2020
Q1 | $2.88M | Sell |
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|
2019
Q4 | $5.86M | Buy |
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|
2019
Q3 | $5.8M | Buy |
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|
2019
Q2 | $5.53M | Buy |
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|
2019
Q1 | $5.26M | Buy |
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|
2018
Q4 | $3.94M | Buy |
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|
2018
Q3 | $4.39M | Buy |
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|
2018
Q2 | $4.43M | Buy |
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|
2018
Q1 | $3.89M | Buy |
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|
2017
Q4 | $4.45M | Buy |
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|
2017
Q3 | $4.17M | Buy |
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|
2017
Q2 | $3.89M | Sell |
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|
2017
Q1 | $3.72M | Buy |
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|
2016
Q4 | $3.67M | Sell |
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|
2016
Q3 | $3.66M | Buy |
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|
2016
Q2 | $3.62M | Sell |
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|
2016
Q1 | $3.38M | Sell |
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|
2015
Q4 | $2.73M | Buy |
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|
2015
Q3 | $2.89M | Sell |
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|
2015
Q2 | $3.97M | Sell |
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|
2015
Q1 | $3.94M | Buy |
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|
2014
Q4 | $4.46M | Buy |
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