Strategic Wealth Partners’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-900
| Closed | -$32 | – | 389 |
|
|
2019
Q3 | $32 | Hold |
900
| – | – | ﹤0.01% | 331 |
|
|
2019
Q2 | $33K | Buy |
+900
| New | +$33K | 0.02% | 269 |
|
|
2018
Q2 | – | Sell |
-727
| Closed | -$23K | – | 808 |
|
|
2018
Q1 | $23K | Hold |
727
| – | – | 0.01% | 332 |
|
|
2017
Q4 | $27K | Buy |
+727
| New | +$27K | 0.02% | 283 |
|