Mosaic Financial Group’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 | $264K | Sell |
7,050
-200
| -3% | -$7.49K | 0.2% | 101 |
|
|
2025
Q1 | $290K | Hold |
7,250
| – | – | 0.24% | 89 |
|
|
2024
Q4 | $268K | Hold |
7,250
| – | – | 0.19% | 99 |
|
|
2024
Q3 | $299K | Hold |
7,250
| – | – | 0.21% | 86 |
|
|
2024
Q2 | $269K | Hold |
7,250
| – | – | 0.19% | 95 |
|
|
2024
Q1 | $256K | Buy |
+7,250
| New | +$256K | 0.21% | 98 |
|