Signature Wealth Management Partners’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
2023 Q4	–	Sell	-11,811	Closed	-$181K	–	100
2023 Q3	$181K	Buy	11,811 +204	+2%	+$3.06K	0.18%	89
2023 Q2	$164K	Sell	11,607 -118	-1%	-$1.56K	0.15%	94
2023 Q1	$146K	Buy	11,725 +231	+2%	+$2.88K	0.14%	99
2022 Q4	$135K	Buy	11,494 +192	+2%	+$2.27K	0.13%	94
2022 Q3	$119K	Sell	11,302 -2,796	-20%	-$31.2K	0.13%	94
2022 Q2	$138K	Buy	14,098 +214	+2%	+$2.32K	0.14%	99
2022 Q1	$149K	Buy	13,884 +179	+1%	+$1.92K	0.13%	109
2021 Q4	$128K	Buy	13,705 +171	+1%	+$1.72K	0.11%	105
2021 Q3	$138K	Buy	13,534 +184	+1%	+$1.83K	0.13%	106
2021 Q2	$152K	Sell	13,350 -10,000	-43%	-$103K	0.14%	106
2021 Q1	$212K	Hold	23,350	–	–	0.2%	94
2020 Q4	$192K	Buy	+23,350	New	+$177K	0.19%	90