SWMP
Signature Wealth Management Partners’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,811
| Closed | -$181K | – | 100 |
|
|
2023
Q3 | $181K | Buy |
11,811
+204
| +2% | +$3.13K | 0.18% | 89 |
|
|
2023
Q2 | $164K | Sell |
11,607
-118
| -1% | -$1.66K | 0.15% | 94 |
|
|
2023
Q1 | $146K | Buy |
11,725
+231
| +2% | +$2.88K | 0.14% | 99 |
|
|
2022
Q4 | $135K | Buy |
11,494
+192
| +2% | +$2.26K | 0.13% | 94 |
|
|
2022
Q3 | $119K | Sell |
11,302
-2,796
| -20% | -$29.4K | 0.13% | 94 |
|
|
2022
Q2 | $138K | Buy |
14,098
+214
| +2% | +$2.1K | 0.14% | 99 |
|
|
2022
Q1 | $149K | Buy |
13,884
+179
| +1% | +$1.92K | 0.13% | 109 |
|
|
2021
Q4 | $128K | Buy |
13,705
+171
| +1% | +$1.6K | 0.11% | 105 |
|
|
2021
Q3 | $138K | Buy |
13,534
+184
| +1% | +$1.88K | 0.13% | 106 |
|
|
2021
Q2 | $152K | Sell |
13,350
-10,000
| -43% | -$114K | 0.14% | 106 |
|
|
2021
Q1 | $212K | Hold |
23,350
| – | – | 0.2% | 94 |
|
|
2020
Q4 | $192K | Buy |
+23,350
| New | +$192K | 0.19% | 90 |
|