RGT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-56,149
| Closed | -$524K | – | 271 |
|
|
2021
Q4 | $524K | Sell |
56,149
-11,500
| -17% | -$107K | 0.08% | 56 |
|
|
2021
Q3 | $688K | Hold |
67,649
| – | – | 0.14% | 22 |
|
|
2021
Q2 | $768K | Hold |
67,649
| – | – | 0.14% | 18 |
|
|
2021
Q1 | $616K | Sell |
67,649
-35,000
| -34% | -$319K | 0.12% | 22 |
|
|
2020
Q4 | $846K | Buy |
102,649
+55,850
| +119% | +$460K | 0.18% | 14 |
|
|
2020
Q3 | $280K | Sell |
46,799
-2,000
| -4% | -$12K | 0.07% | 27 |
|
|
2020
Q2 | $431K | Buy |
48,799
+2,000
| +4% | +$17.7K | 0.12% | 18 |
|
|
2020
Q1 | $247K | Sell |
46,799
-5,049
| -10% | -$26.6K | 0.16% | 27 |
|
|
2019
Q4 | $953K | Buy |
+51,848
| New | +$953K | 2.87% | 12 |
|