Regal Investment Advisors’s Plains All American Pipeline PAA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-16,288	Closed	-$291K	–	554
2024 Q2	$291K	Buy	16,288 +193	+1%	+$3.37K	0.02%	471
2024 Q1	$283K	Buy	16,095 +210	+1%	+$3.39K	0.02%	473
2023 Q4	$241K	Sell	15,885 -821	-5%	-$12.5K	0.02%	467
2023 Q3	$256K	Sell	16,706 -1,928	-10%	-$28.9K	0.02%	419
2023 Q2	$263K	Buy	18,634 +329	+2%	+$4.34K	0.02%	422
2023 Q1	$228K	Buy	+18,305	New	+$229K	0.02%	455
2015 Q4	–	Sell	-6,379	Closed	-$193K	–	694
2015 Q3	$193K	Buy	6,379 +4	+0.1%	+$146	0.05%	235
2015 Q2	$277K	Sell	6,375 -260	-4%	-$12.5K	0.07%	198
2015 Q1	$324K	Buy	6,635 +4,600	+226%	+$228K	0.08%	191
2014 Q4	$104K	Hold	2,035	–	–	0.03%	298
2014 Q3	$120K	Sell	2,035 -5	-0.2%	-$293	0.04%	281
2014 Q2	$123K	Hold	2,040	–	–	0.04%	255
2014 Q1	$112K	Sell	2,040 -995	-33%	-$52.2K	0.05%	247
2013 Q4	$157K	Buy	3,035 +2,899	+2,132%	+$148K	0.09%	166
2013 Q3	$7K	Buy	136 +2	+1%	+$107	﹤0.01%	664
2013 Q2	$7K	Buy	+134	New	+$7.59K	﹤0.01%	651