Lake Street Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-69,500
| Closed | -$366K | – | 154 |
|
|
2020
Q1 | $366K | Sell |
69,500
-15,100
| -18% | -$79.5K | 0.17% | 108 |
|
|
2019
Q4 | $1.56M | Buy |
84,600
+16,950
| +25% | +$312K | 0.6% | 64 |
|
|
2019
Q3 | $1.4M | Buy |
67,650
+8,850
| +15% | +$184K | 0.64% | 59 |
|
|
2019
Q2 | $1.43M | Sell |
58,800
-50
| -0.1% | -$1.22K | 0.84% | 48 |
|
|
2019
Q1 | $1.44M | Buy |
+58,850
| New | +$1.44M | 0.99% | 40 |
|