SFMG Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-34,936	Closed	-$209K	–	235
2020 Q3	$209K	Hold	34,936	–	–	0.03%	165
2020 Q2	$309K	Hold	34,936	–	–	0.04%	121
2020 Q1	$184K	Sell	34,936 -1,456	-4%	-$20K	0.03%	127
2019 Q4	$669K	Buy	36,392 +3,793	+12%	+$69.7K	0.08%	84
2019 Q3	$676K	Hold	32,599	–	–	0.09%	72
2019 Q2	$802K	Hold	32,599	–	–	0.11%	61
2019 Q1	$799K	Sell	32,599 -850	-3%	-$20.1K	0.12%	53
2018 Q4	$670K	Buy	33,449 +125	+0.4%	+$2.85K	0.11%	56
2018 Q3	$745K	Buy	33,324 +75	+0.2%	+$1.89K	0.11%	51
2018 Q2	$786K	Sell	33,249 -1,550	-4%	-$37.3K	0.13%	56
2018 Q1	$767K	Buy	34,799 +2,200	+7%	+$48.4K	0.13%	49
2017 Q4	$673K	Buy	32,599 +84	+0.3%	+$1.71K	0.11%	61
2017 Q3	$689K	Hold	32,515	–	–	0.13%	54
2017 Q2	$854K	Sell	32,515 -175	-0.5%	-$4.84K	0.18%	47
2017 Q1	$1.03M	Sell	32,690 -193	-0.6%	-$6.1K	0.21%	39
2016 Q4	$1.06M	Sell	32,883 -99	-0.3%	-$3.13K	0.23%	41
2016 Q3	$1.04M	Buy	32,982 +5,001	+18%	+$143K	0.23%	47
2016 Q2	$769K	Buy	27,981 +2	+0%	+$48	0.17%	51
2016 Q1	$587K	Buy	27,979 +3	+0%	+$63	0.13%	57
2015 Q4	$646K	Sell	27,976 -12,599	-31%	-$339K	0.15%	63
2015 Q3	$1.23M	Sell	40,575 -6,999	-15%	-$256K	0.3%	43
2015 Q2	$2.07M	Sell	47,574 -68,755	-59%	-$3.3M	0.46%	24
2015 Q1	$5.67M	Buy	116,329 +68,806	+145%	+$3.42M	0.46%	21
2014 Q4	$2.44M	Sell	47,523 -559	-1%	-$29.7K	0.54%	21
2014 Q3	$2.83M	Buy	48,082 +5,000	+12%	+$293K	0.89%	15
2014 Q2	$2.59M	Buy	43,082 +1	+0%	+$57	0.89%	15
2014 Q1	$2.38M	Hold	43,081	–	–	0.8%	16
2013 Q4	$2.23M	Buy	43,081 +1	+0%	+$51	0.77%	17
2013 Q3	$2.27M	Buy	43,080 +5,001	+13%	+$267K	0.91%	16
2013 Q2	$2.13M	Buy	+38,079	New	+$2.16M	0.85%	16