Nelson Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-512
| Closed | -$16K | – | 267 |
|
|
2015
Q3 | $16K | Hold |
512
| – | – | 0.01% | 176 |
|
|
2015
Q2 | $22K | Sell |
512
-211
| -29% | -$9.07K | 0.01% | 175 |
|
|
2015
Q1 | $35K | Hold |
723
| – | – | 0.01% | 136 |
|
|
2014
Q4 | $37K | Hold |
723
| – | – | 0.01% | 137 |
|
|
2014
Q3 | $43K | Hold |
723
| – | – | 0.02% | 130 |
|
|
2014
Q2 | $43K | Hold |
723
| – | – | 0.02% | 123 |
|
|
2014
Q1 | $40K | Sell |
723
-45
| -6% | -$2.49K | 0.02% | 123 |
|
|
2013
Q4 | $40K | Sell |
768
-2
| -0.3% | -$104 | 0.02% | 120 |
|
|
2013
Q3 | $41K | Buy |
+770
| New | +$41K | 0.02% | 114 |
|