JFS Wealth 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 | $6.64K | Hold |
177
| – | – | ﹤0.01% | 987 |
|
|
2025
Q1 | $7.09K | Hold |
177
| – | – | ﹤0.01% | 994 |
|
|
2024
Q4 | $6.54K | Hold |
177
| – | – | ﹤0.01% | 1012 |
|
|
2024
Q3 | $7.3K | Hold |
177
| – | – | ﹤0.01% | 972 |
|
|
2024
Q2 | $6.56K | Hold |
177
| – | – | ﹤0.01% | 946 |
|
|
2024
Q1 | $6.26K | Buy |
177
+53
| +43% | +$1.87K | ﹤0.01% | 1022 |
|
|
2023
Q4 | $4.27K | Sell |
124
-774
| -86% | -$26.6K | ﹤0.01% | 1125 |
|
|
2023
Q3 | $27K | Buy |
898
+24
| +3% | +$721 | ﹤0.01% | 478 |
|
|
2023
Q2 | $27.5K | Sell |
874
-1
| -0.1% | -$31 | ﹤0.01% | 472 |
|
|
2023
Q1 | $28.4K | Sell |
875
-24
| -3% | -$778 | ﹤0.01% | 461 |
|
|
2022
Q4 | $30.5K | Sell |
899
-57
| -6% | -$1.94K | ﹤0.01% | 441 |
|
|
2022
Q3 | $29K | Sell |
956
-675
| -41% | -$20.5K | ﹤0.01% | 490 |
|
|
2022
Q2 | $58K | Sell |
1,631
-12
| -0.7% | -$427 | 0.01% | 370 |
|
|
2022
Q1 | $62K | Buy |
1,643
+128
| +8% | +$4.83K | 0.01% | 378 |
|
|
2021
Q4 | $46K | Buy |
1,515
+42
| +3% | +$1.28K | ﹤0.01% | 435 |
|
|
2021
Q3 | $47K | Hold |
1,473
| – | – | ﹤0.01% | 419 |
|
|
2021
Q2 | $47K | Hold |
1,473
| – | – | 0.01% | 276 |
|
|
2021
Q1 | $42K | Hold |
1,473
| – | – | 0.01% | 265 |
|
|
2020
Q4 | $35K | Hold |
1,473
| – | – | 0.01% | 275 |
|
|
2020
Q3 | $31K | Hold |
1,473
| – | – | 0.01% | 277 |
|
|
2020
Q2 | $37K | Hold |
1,473
| – | – | 0.01% | 252 |
|
|
2020
Q1 | $28K | Hold |
1,473
| – | – | 0.01% | 254 |
|
|
2019
Q4 | $55K | Hold |
1,473
| – | – | 0.01% | 235 |
|
|
2019
Q3 | $55K | Hold |
1,473
| – | – | 0.01% | 230 |
|
|
2019
Q2 | $55K | Hold |
1,473
| – | – | 0.01% | 233 |
|
|
2019
Q1 | $54K | Hold |
1,473
| – | – | 0.01% | 223 |
|
|
2018
Q4 | $44K | Hold |
1,473
| – | – | 0.01% | 234 |
|
|
2018
Q3 | $50K | Hold |
1,473
| – | – | 0.01% | 247 |
|
|
2018
Q2 | $51K | Hold |
1,473
| – | – | 0.01% | 241 |
|
|
2018
Q1 | $46K | Hold |
1,473
| – | – | 0.01% | 251 |
|
|
2017
Q4 | $53K | Hold |
1,473
| – | – | 0.01% | 250 |
|
|
2017
Q3 | $52K | Hold |
1,473
| – | – | 0.01% | 242 |
|
|
2017
Q2 | $49K | Hold |
1,473
| – | – | 0.01% | 220 |
|
|
2017
Q1 | $46K | Hold |
1,473
| – | – | 0.01% | 226 |
|
|
2016
Q4 | $46K | Hold |
1,473
| – | – | 0.01% | 226 |
|
|
2016
Q3 | $45K | Hold |
1,473
| – | – | 0.01% | 250 |
|
|
2016
Q2 | $45K | Hold |
1,473
| – | – | 0.01% | 266 |
|
|
2016
Q1 | $40K | Hold |
1,473
| – | – | 0.01% | 255 |
|
|
2015
Q4 | $32K | Hold |
1,473
| – | – | 0.01% | 282 |
|
|
2015
Q3 | $35K | Hold |
1,473
| – | – | 0.02% | 238 |
|
|
2015
Q2 | $48K | Hold |
1,473
| – | – | 0.02% | 189 |
|
|
2015
Q1 | $47K | Hold |
1,473
| – | – | 0.02% | 186 |
|
|
2014
Q4 | $54K | Hold |
1,473
| – | – | 0.01% | 178 |
|
|
2014
Q3 | $62K | Hold |
1,473
| – | – | 0.01% | 161 |
|
|
2014
Q2 | $63K | Buy |
+1,473
| New | +$63K | 0.01% | 162 |
|