Sheaff Brock Investment 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-12,645
| Closed | -$261K | – | 549 |
|
2017
Q4 | $261K | Sell |
12,645
-4,035
| -24% | -$83.3K | 0.03% | 380 |
|
2017
Q3 | $353K | Buy |
16,680
+200
| +1% | +$4.23K | 0.05% | 321 |
|
2017
Q2 | $433K | Buy |
16,480
+700
| +4% | +$18.4K | 0.06% | 298 |
|
2017
Q1 | $499K | Sell |
15,780
-10,700
| -40% | -$338K | 0.06% | 283 |
|
2016
Q4 | $855K | Buy |
26,480
+300
| +1% | +$9.69K | 0.11% | 195 |
|
2016
Q3 | $822K | Sell |
26,180
-10,000
| -28% | -$314K | 0.11% | 190 |
|
2016
Q2 | $995K | Buy |
36,180
+7,766
| +27% | +$214K | 0.13% | 167 |
|
2016
Q1 | $596K | Sell |
28,414
-2,700
| -9% | -$56.6K | 0.07% | 258 |
|
2015
Q4 | $719K | Buy |
+31,114
| New | +$719K | 0.08% | 243 |
|