Proficio Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,122
| Closed | -$52K | – | 1113 |
|
|
2019
Q2 | $52K | Hold |
2,122
| – | – | 0.02% | 363 |
|
|
2019
Q1 | $52K | Sell |
2,122
-351
| -14% | -$8.6K | 0.02% | 335 |
|
|
2018
Q4 | $50K | Hold |
2,473
| – | – | 0.02% | 296 |
|
|
2018
Q3 | $62K | Hold |
2,473
| – | – | 0.02% | 296 |
|
|
2018
Q2 | $58K | Buy |
+2,473
| New | +$58K | 0.02% | 315 |
|
|
2017
Q1 | – | Sell |
-2,351
| Closed | -$76K | – | 1348 |
|
|
2016
Q4 | $76K | Buy |
2,351
+400
| +21% | +$12.9K | 0.03% | 207 |
|
|
2016
Q3 | $61K | Hold |
1,951
| – | – | 0.04% | 233 |
|
|
2016
Q2 | $53K | Hold |
1,951
| – | – | 0.03% | 256 |
|
|
2016
Q1 | $41K | Buy |
+1,951
| New | +$41K | 0.03% | 241 |
|