OneDigital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,250
| Closed | -$120K | – | 788 |
|
|
2022
Q2 | $120K | Buy |
+12,250
| New | +$120K | 0.01% | 674 |
|
|
2019
Q1 | – | Sell |
-400
| Closed | -$8K | – | 1175 |
|
|
2018
Q4 | $8K | Buy |
+400
| New | +$8K | ﹤0.01% | 891 |
|
|
2017
Q3 | – | Sell |
-368
| Closed | -$10K | – | 1136 |
|
|
2017
Q2 | $10K | Buy |
+368
| New | +$10K | ﹤0.01% | 945 |
|