Linscomb 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
Q3
Sell
-10,518
Closed -$93K 302
2020
Q2
$93K Sell
10,518
-37,138
-78% -$328K 0.01% 287
2020
Q1
$252K Sell
47,656
-4,850
-9% -$25.6K 0.02% 348
2019
Q4
$966K Buy
+52,506
New +$966K 0.06% 231
2015
Q4
Sell
-20,019
Closed -$608K 261
2015
Q3
$608K Buy
20,019
+72
+0.4% +$2.19K 0.07% 135
2015
Q2
$869K Sell
19,947
-246
-1% -$10.7K 0.09% 119
2015
Q1
$985K Buy
20,193
+23
+0.1% +$1.12K 0.11% 113
2014
Q4
$1.04M Buy
20,170
+3,647
+22% +$187K 0.11% 113
2014
Q3
$972K Buy
16,523
+432
+3% +$25.4K 0.11% 112
2014
Q2
$966K Buy
16,091
+145
+0.9% +$8.71K 0.1% 115
2014
Q1
$879K Buy
15,946
+1,801
+13% +$99.3K 0.1% 118
2013
Q4
$732K Sell
14,145
-1,002
-7% -$51.9K 0.09% 123
2013
Q3
$798K Sell
15,147
-529
-3% -$27.9K 0.1% 108
2013
Q2
$875K Buy
+15,676
New +$875K 0.12% 94