KWM
Kingsview Wealth Management’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Buy |
14,513
+1,889
| +15% | +$34.6K | ﹤0.01% | 986 |
|
|
2025
Q1 | $252K | Sell |
12,624
-7,500
| -37% | -$150K | ﹤0.01% | 949 |
|
|
2024
Q4 | $344K | Hold |
20,124
| – | – | 0.01% | 845 |
|
|
2024
Q3 | $350K | Hold |
20,124
| – | – | 0.01% | 831 |
|
|
2024
Q2 | $359K | Buy |
20,124
+550
| +3% | +$9.82K | 0.01% | 784 |
|
|
2024
Q1 | $344K | Hold |
19,574
| – | – | 0.01% | 771 |
|
|
2023
Q4 | $297K | Buy |
19,574
+50
| +0.3% | +$757 | 0.01% | 774 |
|
|
2023
Q3 | $299K | Hold |
19,524
| – | – | 0.01% | 743 |
|
|
2023
Q2 | $275K | Sell |
19,524
-300
| -2% | -$4.23K | 0.01% | 769 |
|
|
2023
Q1 | $247K | Buy |
19,824
+600
| +3% | +$7.48K | 0.01% | 777 |
|
|
2022
Q4 | $226K | Buy |
19,224
+1,675
| +10% | +$19.7K | 0.01% | 755 |
|
|
2022
Q3 | $185K | Buy |
17,549
+5,739
| +49% | +$60.5K | 0.01% | 770 |
|
|
2022
Q2 | $116K | Hold |
11,810
| – | – | 0.01% | 786 |
|
|
2022
Q1 | $127K | Sell |
11,810
-3,015
| -20% | -$32.4K | 0.01% | 828 |
|
|
2021
Q4 | $138K | Hold |
14,825
| – | – | 0.01% | 862 |
|
|
2021
Q3 | $151K | Buy |
+14,825
| New | +$151K | 0.01% | 811 |
|
|
2020
Q4 | – | Sell |
-10,851
| Closed | -$65K | – | 718 |
|
|
2020
Q3 | $65K | Buy |
10,851
+79
| +0.7% | +$473 | 0.01% | 593 |
|
|
2020
Q2 | $95K | Sell |
10,772
-1,798
| -14% | -$15.9K | 0.01% | 553 |
|
|
2020
Q1 | $66K | Buy |
12,570
+800
| +7% | +$4.2K | 0.01% | 452 |
|
|
2019
Q4 | $216K | Buy |
11,770
+200
| +2% | +$3.67K | 0.03% | 428 |
|
|
2019
Q3 | $240K | Hold |
11,570
| – | – | 0.04% | 374 |
|
|
2019
Q2 | $282K | Hold |
11,570
| – | – | 0.05% | 335 |
|
|
2019
Q1 | $284K | Buy |
+11,570
| New | +$284K | 0.04% | 363 |
|