Prospera Financial Services’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $355K | Sell |
9,459
-400
| -4% | -$15K | 0.01% | 1034 |
|
2025
Q1 | $395K | Buy |
9,859
+27
| +0.3% | +$1.08K | 0.01% | 881 |
|
2024
Q4 | $363K | Buy |
9,832
+429
| +5% | +$15.9K | 0.01% | 853 |
|
2024
Q3 | $388K | Buy |
9,403
+27
| +0.3% | +$1.11K | 0.01% | 821 |
|
2024
Q2 | $348K | Buy |
+9,376
| New | +$348K | 0.01% | 857 |
|
2023
Q1 | – | Sell |
-8,313
| Closed | -$282K | – | 991 |
|
2022
Q4 | $282K | Buy |
+8,313
| New | +$282K | 0.01% | 734 |
|
2022
Q2 | – | Sell |
-440
| Closed | -$17K | – | 2307 |
|
2022
Q1 | $17K | Buy |
+440
| New | +$17K | ﹤0.01% | 1806 |
|
2020
Q4 | – | Sell |
-773
| Closed | -$17K | – | 1296 |
|
2020
Q3 | $17K | Buy |
+773
| New | +$17K | 0.01% | 948 |
|