Seven Post Investment Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-57,600
| Closed | -$1.06M | – | 41 |
|
|
2019
Q4 | $1.06M | Hold |
57,600
| – | – | 0.77% | 12 |
|
|
2019
Q3 | $1.2M | Hold |
57,600
| – | – | 0.86% | 10 |
|
|
2019
Q2 | $1.4M | Hold |
57,600
| – | – | 0.95% | 10 |
|
|
2019
Q1 | $1.41M | Hold |
57,600
| – | – | 1% | 10 |
|
|
2018
Q4 | $1.15M | Buy |
+57,600
| New | +$1.15M | 0.9% | 10 |
|