Kelly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-323
| Closed | -$3.48K | – | 704 |
|
|
2022
Q1 | $3.48K | Hold |
323
| – | – | ﹤0.01% | 470 |
|
|
2021
Q4 | $3.02K | Hold |
323
| – | – | ﹤0.01% | 494 |
|
|
2021
Q3 | $3.29K | Sell |
323
-6,493
| -95% | -$66K | ﹤0.01% | 468 |
|
|
2021
Q2 | $600K | Buy |
6,816
+6,216
| +1,036% | +$547K | 0.02% | 160 |
|
|
2021
Q1 | $5.46K | Hold |
600
| – | – | ﹤0.01% | 389 |
|
|
2020
Q4 | $4.94K | Hold |
600
| – | – | ﹤0.01% | 362 |
|
|
2020
Q3 | $3.59K | Hold |
600
| – | – | ﹤0.01% | 373 |
|
|
2020
Q2 | $5.3K | Hold |
600
| – | – | ﹤0.01% | 327 |
|
|
2020
Q1 | $3.17K | Hold |
600
| – | – | ﹤0.01% | 346 |
|
|
2019
Q4 | $11K | Hold |
600
| – | – | 0.01% | 224 |
|
|
2019
Q3 | $12.5K | Hold |
600
| – | – | 0.01% | 200 |
|
|
2019
Q2 | $14.6K | Hold |
600
| – | – | 0.01% | 184 |
|
|
2019
Q1 | $14.7K | Buy |
+600
| New | +$14.7K | 0.02% | 179 |
|