Mark Sheptoff Financial Planning’s Plains All American Pipeline PAA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-100	Closed	-$1.74K	–	445
2024 Q3	$1.74K	Buy	+100	New	+$1.79K	﹤0.01%	396
2021 Q1	–	Sell	-800	Closed	-$7K	–	390
2020 Q4	$7K	Hold	800	–	–	﹤0.01%	289
2020 Q3	$5K	Hold	800	–	–	﹤0.01%	272
2020 Q2	$7K	Hold	800	–	–	﹤0.01%	277
2020 Q1	$4K	Hold	800	–	–	﹤0.01%	285
2019 Q4	$15K	Hold	800	–	–	0.01%	245
2019 Q3	$17K	Hold	800	–	–	0.01%	225
2019 Q2	$19K	Hold	800	–	–	0.01%	216
2019 Q1	$20K	Buy	+800	New	+$18.9K	0.01%	211
2016 Q3	–	Sell	-218	Closed	-$6K	–	368
2016 Q2	$6K	Buy	+218	New	+$5.28K	﹤0.01%	273
2015 Q2	–	Sell	-14,201	Closed	-$693K	–	399
2015 Q1	$693K	Sell	14,201 -494	-3%	-$24.5K	0.58%	47
2014 Q4	$754K	Sell	14,695 -1,896	-11%	-$101K	0.67%	46
2014 Q3	$977K	Sell	16,591 -95	-0.6%	-$5.57K	0.86%	32
2014 Q2	$1M	Sell	16,686 -46	-0.3%	-$2.62K	0.86%	36
2014 Q1	$922K	Buy	+16,732	New	+$878K	0.82%	36