Lehman & Derafelo Financial Resources’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
Q4 | $164K | Hold |
13,984
| – | – | 0.05% | 107 |
|
|
2022
Q3 | $147K | Buy |
13,984
+389
| +3% | +$4.09K | 0.05% | 98 |
|
|
2022
Q2 | $134K | Hold |
13,595
| – | – | 0.04% | 104 |
|
|
2022
Q1 | $146K | Hold |
13,595
| – | – | 0.04% | 109 |
|
|
2021
Q4 | $127K | Hold |
13,595
| – | – | 0.04% | 108 |
|
|
2021
Q3 | $138K | Buy |
13,595
+2,930
| +27% | +$29.7K | 0.04% | 110 |
|
|
2021
Q2 | $121K | Hold |
10,665
| – | – | 0.03% | 130 |
|
|
2021
Q1 | $97K | Hold |
10,665
| – | – | 0.03% | 131 |
|
|
2020
Q4 | $88K | Hold |
10,665
| – | – | 0.03% | 135 |
|
|
2020
Q3 | $64K | Buy |
+10,665
| New | +$64K | 0.02% | 122 |
|