Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,288
| Closed | -$291K | – | 553 |
|
|
2024
Q2 | $291K | Buy |
16,288
+193
| +1% | +$3.45K | 0.02% | 470 |
|
|
2024
Q1 | $283K | Buy |
16,095
+210
| +1% | +$3.69K | 0.02% | 473 |
|
|
2023
Q4 | $241K | Sell |
15,885
-821
| -5% | -$12.4K | 0.02% | 467 |
|
|
2023
Q3 | $256K | Sell |
16,706
-1,928
| -10% | -$29.5K | 0.02% | 418 |
|
|
2023
Q2 | $263K | Buy |
18,634
+329
| +2% | +$4.64K | 0.02% | 422 |
|
|
2023
Q1 | $228K | Buy |
+18,305
| New | +$228K | 0.02% | 454 |
|
|
2015
Q4 | – | Sell |
-6,379
| Closed | -$193K | – | 694 |
|
|
2015
Q3 | $193K | Buy |
6,379
+4
| +0.1% | +$121 | 0.05% | 235 |
|
|
2015
Q2 | $277K | Sell |
6,375
-260
| -4% | -$11.3K | 0.07% | 198 |
|
|
2015
Q1 | $324K | Buy |
6,635
+4,600
| +226% | +$225K | 0.08% | 191 |
|
|
2014
Q4 | $104K | Hold |
2,035
| – | – | 0.03% | 298 |
|
|
2014
Q3 | $120K | Sell |
2,035
-5
| -0.2% | -$295 | 0.04% | 281 |
|
|
2014
Q2 | $123K | Hold |
2,040
| – | – | 0.04% | 255 |
|
|
2014
Q1 | $112K | Sell |
2,040
-995
| -33% | -$54.6K | 0.05% | 247 |
|
|
2013
Q4 | $157K | Buy |
3,035
+2,899
| +2,132% | +$150K | 0.09% | 166 |
|
|
2013
Q3 | $7K | Buy |
136
+2
| +1% | +$103 | ﹤0.01% | 664 |
|
|
2013
Q2 | $7K | Buy |
+134
| New | +$7K | ﹤0.01% | 651 |
|