Spire Wealth Management’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6K | Buy |
548
+2
| +0.4% | +$75 | ﹤0.01% | 1509 |
|
|
2025
Q1 | $21.9K | Buy |
546
+3
| +0.6% | +$120 | ﹤0.01% | 1582 |
|
|
2024
Q4 | $20.1K | Buy |
543
+2
| +0.4% | +$74 | ﹤0.01% | 1622 |
|
|
2024
Q3 | $22.3K | Buy |
541
+3
| +0.6% | +$124 | ﹤0.01% | 1409 |
|
|
2024
Q2 | $19.9K | Buy |
538
+237
| +79% | +$8.79K | ﹤0.01% | 1444 |
|
|
2024
Q1 | $10.6K | Hold |
301
| – | – | ﹤0.01% | 1695 |
|
|
2023
Q4 | $10.2K | Sell |
301
-26
| -8% | -$878 | ﹤0.01% | 1756 |
|
|
2023
Q3 | $9.83K | Hold |
327
| – | – | ﹤0.01% | 1734 |
|
|
2023
Q2 | $10.3K | Sell |
327
-230
| -41% | -$7.23K | ﹤0.01% | 1808 |
|
|
2023
Q1 | $18K | Buy |
557
+256
| +85% | +$8.29K | ﹤0.01% | 1666 |
|
|
2022
Q4 | $10K | Hold |
301
| – | – | ﹤0.01% | 1616 |
|
|
2022
Q3 | $9K | Sell |
301
-42
| -12% | -$1.26K | ﹤0.01% | 1602 |
|
|
2022
Q2 | $12K | Hold |
343
| – | – | ﹤0.01% | 1858 |
|
|
2022
Q1 | $13K | Hold |
343
| – | – | ﹤0.01% | 1956 |
|
|
2021
Q4 | $10K | Hold |
343
| – | – | ﹤0.01% | 2389 |
|
|
2021
Q3 | $11K | Hold |
343
| – | – | ﹤0.01% | 2070 |
|
|
2021
Q2 | $11K | Hold |
343
| – | – | ﹤0.01% | 2083 |
|
|
2021
Q1 | $10K | Buy |
+343
| New | +$10K | ﹤0.01% | 2415 |
|