Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-300
| Closed | -$3K | – | 1801 |
|
|
2020
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 1321 |
|
|
2020
Q1 | $2K | Sell |
300
-504
| -63% | -$3.36K | ﹤0.01% | 1324 |
|
|
2019
Q4 | $15K | Sell |
804
-196
| -20% | -$3.66K | 0.01% | 749 |
|
|
2019
Q3 | $21K | Hold |
1,000
| – | – | 0.01% | 636 |
|
|
2019
Q2 | $24K | Hold |
1,000
| – | – | 0.01% | 589 |
|
|
2019
Q1 | $25K | Buy |
1,000
+200
| +25% | +$5K | 0.01% | 499 |
|
|
2018
Q4 | $16K | Buy |
+800
| New | +$16K | 0.01% | 515 |
|