Reilly Financial Advisors’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,000
| Closed | -$36K | – | 1036 |
|
|
2017
Q4 | $36K | Hold |
1,000
| – | – | 0.01% | 376 |
|
|
2017
Q3 | $35K | Hold |
1,000
| – | – | 0.01% | 364 |
|
|
2017
Q2 | $33K | Hold |
1,000
| – | – | 0.01% | 384 |
|
|
2017
Q1 | $32K | Hold |
1,000
| – | – | 0.01% | 379 |
|
|
2016
Q4 | $31K | Buy |
+1,000
| New | +$31K | 0.01% | 362 |
|
|
2015
Q3 | – | Sell |
-1,286
| Closed | -$42K | – | 1366 |
|
|
2015
Q2 | $42K | Buy |
+1,286
| New | +$42K | 0.01% | 470 |
|