Mark Sheptoff Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-100
| Closed | -$1.74K | – | 445 |
|
|
2024
Q3 | $1.74K | Buy |
+100
| New | +$1.74K | ﹤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 | +$20K | 0.01% | 211 |
|
|
2016
Q3 | – | Sell |
-218
| Closed | -$6K | – | 368 |
|
|
2016
Q2 | $6K | Buy |
+218
| New | +$6K | ﹤0.01% | 273 |
|
|
2015
Q2 | – | Sell |
-14,201
| Closed | -$693K | – | 399 |
|
|
2015
Q1 | $693K | Sell |
14,201
-494
| -3% | -$24.1K | 0.58% | 47 |
|
|
2014
Q4 | $754K | Sell |
14,695
-1,896
| -11% | -$97.3K | 0.67% | 46 |
|
|
2014
Q3 | $977K | Sell |
16,591
-95
| -0.6% | -$5.59K | 0.86% | 32 |
|
|
2014
Q2 | $1M | Sell |
16,686
-46
| -0.3% | -$2.76K | 0.86% | 36 |
|
|
2014
Q1 | $922K | Buy |
+16,732
| New | +$922K | 0.82% | 36 |
|