Sowell Financial Services’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-51
| Closed | -$2K | – | 2066 |
|
2021
Q1 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 2841 |
|
2020
Q3 | – | Sell |
-39
| Closed | -$1K | – | 2675 |
|
2020
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 2348 |
|
2020
Q1 | $1K | Buy |
39
+1
| +3% | +$26 | ﹤0.01% | 2297 |
|
2019
Q4 | $1K | Hold |
38
| – | – | ﹤0.01% | 2399 |
|
2019
Q3 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 2285 |
|
2017
Q1 | – | Sell |
-84
| Closed | -$3K | – | 491 |
|
2016
Q4 | $3K | Buy |
+84
| New | +$3K | ﹤0.01% | 570 |
|