McClarren Financial Advisors’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-40
| Closed | -$36K | – | 229 |
|
|
2025
Q1 | $36K | Buy |
+40
| New | +$36K | 0.02% | 155 |
|
|
2024
Q4 | – | Sell |
-41
| Closed | -$37 | – | 281 |
|
|
2024
Q3 | $37 | Buy |
41
+4
| +11% | +$4 | ﹤0.01% | 134 |
|
|
2024
Q2 | $33K | Sell |
37
-873
| -96% | -$779K | 0.02% | 175 |
|
|
2024
Q1 | $33K | Buy |
910
+1
| +0.1% | +$36 | 0.02% | 173 |
|
|
2023
Q4 | $31K | Hold |
909
| – | – | 0.02% | 192 |
|
|
2023
Q3 | $27K | Hold |
909
| – | – | 0.02% | 188 |
|
|
2023
Q2 | $28K | Buy |
+909
| New | +$28K | 0.02% | 193 |
|