RSWM
Robertson Stephens Wealth Management’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,643
| Closed | -$104K | – | 384 |
|
|
2022
Q2 | $104K | Hold |
10,643
| – | – | 0.01% | 363 |
|
|
2022
Q1 | $114K | Hold |
10,643
| – | – | 0.01% | 375 |
|
|
2021
Q4 | $99K | Hold |
10,643
| – | – | 0.01% | 377 |
|
|
2021
Q3 | $108K | Hold |
10,643
| – | – | 0.01% | 306 |
|
|
2021
Q2 | $120K | Hold |
10,643
| – | – | 0.01% | 327 |
|
|
2021
Q1 | $96K | Buy |
+10,643
| New | +$96K | 0.02% | 281 |
|