JWM
Janiczek Wealth Management’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $371K | Hold |
20,800
| – | – | 0.08% | 105 |
|
|
2024
Q1 | $365K | Hold |
20,800
| – | – | 0.08% | 110 |
|
|
2023
Q4 | $315K | Hold |
20,800
| – | – | 0.08% | 107 |
|
|
2023
Q3 | $319K | Buy |
+20,800
| New | +$319K | 0.08% | 96 |
|
|
2019
Q2 | – | Sell |
-120
| Closed | -$3K | – | 199 |
|
|
2019
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 136 |
|
|
2018
Q4 | $2K | Hold |
120
| – | – | ﹤0.01% | 140 |
|
|
2018
Q3 | $3K | Sell |
120
-57
| -32% | -$1.43K | ﹤0.01% | 116 |
|
|
2018
Q2 | $4K | Buy |
+177
| New | +$4K | ﹤0.01% | 117 |
|