LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,724
| Closed | -$75K | – | 663 |
|
|
2015
Q3 | $75K | Hold |
1,724
| – | – | ﹤0.01% | 382 |
|
|
2015
Q2 | $75K | Hold |
1,724
| – | – | ﹤0.01% | 382 |
|
|
2015
Q1 | $84K | Hold |
1,724
| – | – | ﹤0.01% | 381 |
|
|
2014
Q4 | $88K | Hold |
1,724
| – | – | ﹤0.01% | 369 |
|
|
2014
Q3 | $101K | Hold |
1,724
| – | – | ﹤0.01% | 343 |
|
|
2014
Q2 | $104K | Buy |
1,724
+1,300
| +307% | +$78.4K | ﹤0.01% | 354 |
|
|
2014
Q1 | $23K | Hold |
424
| – | – | ﹤0.01% | 483 |
|
|
2013
Q4 | $22K | Hold |
424
| – | – | ﹤0.01% | 462 |
|
|
2013
Q3 | $22K | Hold |
424
| – | – | ﹤0.01% | 434 |
|
|
2013
Q2 | $24K | Buy |
+424
| New | +$24K | ﹤0.01% | 458 |
|