KMWM
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Keudell/Morrison Wealth Management’s Pembina Pipeline PBA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,008
Closed -$200K 241
2025
Q1
$200K Buy
+5,008
New +$200K 0.05% 211
2024
Q4
Sell
-4,951
Closed -$204K 232
2024
Q3
$204K Buy
+4,951
New +$204K 0.06% 209