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SWM
Sugarloaf Wealth Management’s
Plains All American Pipeline
PAA
Stock Holding History
Sugarloaf Wealth Management’s Portfolio
PAA Stock Details
PAA Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-280
Closed
-$3K
–
839
2022
Q3
$3K
Hold
280
–
–
﹤0.01%
678
2022
Q2
$3K
Hold
280
–
–
﹤0.01%
667
2022
Q1
$3K
Hold
280
–
–
﹤0.01%
619
2021
Q4
$3K
Hold
280
–
–
﹤0.01%
644
2021
Q3
$3K
Hold
280
–
–
﹤0.01%
660
2021
Q2
$3K
Hold
280
–
–
﹤0.01%
649
2021
Q1
$3
Hold
280
–
–
﹤0.01%
639
2020
Q4
$2K
Sell
280
-2,205
-89%
-$16.8K
﹤0.01%
646
2020
Q3
$46K
Buy
2,485
+41
+2%
+$306
0.02%
248
2020
Q2
$50K
Buy
2,444
+339
+16%
+$2.88K
0.02%
235
2020
Q1
$11K
Buy
2,105
+40
+2%
+$549
﹤0.01%
417
2019
Q4
$38K
Buy
+2,065
New
+$37.9K
0.02%
280
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$16.4B AUM
34.6%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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