Sterneck Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-5,000
| Closed | -$257K | – | 139 |
|
|
2014
Q4 | $257K | Buy |
5,000
+1,000
| +25% | +$51.4K | 0.15% | 98 |
|
|
2014
Q3 | $235K | Hold |
4,000
| – | – | 0.14% | 107 |
|
|
2014
Q2 | $240K | Sell |
4,000
-2,400
| -38% | -$144K | 0.14% | 110 |
|
|
2014
Q1 | $353K | Hold |
6,400
| – | – | 0.19% | 99 |
|
|
2013
Q4 | $331K | Hold |
6,400
| – | – | 0.2% | 107 |
|
|
2013
Q3 | $337K | Hold |
6,400
| – | – | 0.21% | 103 |
|
|
2013
Q2 | $357K | Buy |
+6,400
| New | +$357K | 0.23% | 103 |
|