Patriot Financial Group Insurance Agency’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-167
| Closed | -$6K | – | 1482 |
|
|
2022
Q2 | $6K | Hold |
167
| – | – | ﹤0.01% | 1436 |
|
|
2022
Q1 | $6K | Sell |
167
-215
| -56% | -$7.73K | ﹤0.01% | 1557 |
|
|
2021
Q4 | $12K | Hold |
382
| – | – | ﹤0.01% | 1430 |
|
|
2021
Q3 | $12K | Hold |
382
| – | – | ﹤0.01% | 1405 |
|
|
2021
Q2 | $12K | Hold |
382
| – | – | ﹤0.01% | 1380 |
|
|
2021
Q1 | $11K | Hold |
382
| – | – | ﹤0.01% | 1328 |
|
|
2020
Q4 | $9K | Buy |
382
+215
| +129% | +$5.07K | ﹤0.01% | 1263 |
|
|
2020
Q3 | $4K | Hold |
167
| – | – | ﹤0.01% | 1301 |
|
|
2020
Q2 | $4K | Buy |
+167
| New | +$4K | ﹤0.01% | 1249 |
|
|
2017
Q2 | – | Sell |
-141
| Closed | -$5K | – | 937 |
|
|
2017
Q1 | $5K | Buy |
141
+1
| +0.7% | +$35 | 0.01% | 631 |
|
|
2016
Q4 | $4K | Buy |
+140
| New | +$4K | 0.01% | 608 |
|