SWM
Segment Wealth Management’s Plains GP Holdings PAGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8,186
| Closed | -$204K | – | 206 |
|
|
2019
Q2 | $204K | Sell |
8,186
-5,360
| -40% | -$134K | 0.04% | 194 |
|
|
2019
Q1 | $337K | Buy |
+13,546
| New | +$337K | 0.07% | 150 |
|
|
2017
Q3 | – | Sell |
-10,007
| Closed | -$261K | – | 213 |
|
|
2017
Q2 | $261K | Buy |
10,007
+2,650
| +36% | +$69.1K | 0.07% | 169 |
|
|
2017
Q1 | $230K | Buy |
7,357
+1,200
| +19% | +$37.5K | 0.08% | 166 |
|
|
2016
Q4 | $214K | Sell |
6,157
-1
| -0% | -$35 | 0.08% | 157 |
|
|
2016
Q3 | $212K | Buy |
6,158
+751
| +14% | +$25.9K | 0.08% | 149 |
|
|
2016
Q2 | $150K | Buy |
+5,407
| New | +$150K | 0.06% | 149 |
|