MCIA
Mountain Capital Investment Advisors’s Pembina Pipeline PBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-53,512
| Closed | -$1.7M | – | 67 |
|
|
2023
Q2 | $1.7M | Sell |
53,512
-12,086
| -18% | -$384K | 0.64% | 25 |
|
|
2023
Q1 | $2.23M | Buy |
65,598
+5,258
| +9% | +$178K | 0.98% | 26 |
|
|
2022
Q4 | $2.09M | Buy |
60,340
+15,612
| +35% | +$540K | 0.95% | 35 |
|
|
2022
Q3 | $1.43M | Buy |
44,728
+22,628
| +102% | +$722K | 0.75% | 46 |
|
|
2022
Q2 | $782K | Buy |
+22,100
| New | +$782K | 0.39% | 62 |
|