Partnervest Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-1,116
| Closed | -$67K | – | 597 |
|
2014
Q2 | $67K | Buy |
1,116
+10
| +0.9% | +$600 | 0.03% | 311 |
|
2014
Q1 | $61K | Buy |
1,106
+20
| +2% | +$1.1K | 0.03% | 298 |
|
2013
Q4 | $56K | Buy |
1,086
+20
| +2% | +$1.03K | 0.03% | 294 |
|
2013
Q3 | $56K | Sell |
1,066
-20
| -2% | -$1.05K | 0.03% | 268 |
|
2013
Q2 | $61K | Buy |
+1,086
| New | +$61K | 0.03% | 211 |
|