Sugarloaf Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-280
| Closed | -$3K | – | 835 |
|
|
2022
Q3 | $3K | Hold |
280
| – | – | ﹤0.01% | 671 |
|
|
2022
Q2 | $3K | Hold |
280
| – | – | ﹤0.01% | 655 |
|
|
2022
Q1 | $3K | Hold |
280
| – | – | ﹤0.01% | 612 |
|
|
2021
Q4 | $3K | Hold |
280
| – | – | ﹤0.01% | 639 |
|
|
2021
Q3 | $3K | Hold |
280
| – | – | ﹤0.01% | 652 |
|
|
2021
Q2 | $3K | Hold |
280
| – | – | ﹤0.01% | 641 |
|
|
2021
Q1 | $3 | Hold |
280
| – | – | ﹤0.01% | 635 |
|
|
2020
Q4 | $2K | Sell |
280
-2,205
| -89% | -$15.8K | ﹤0.01% | 642 |
|
|
2020
Q3 | $46K | Buy |
2,485
+41
| +2% | +$759 | 0.02% | 248 |
|
|
2020
Q2 | $50K | Buy |
2,444
+339
| +16% | +$6.94K | 0.02% | 235 |
|
|
2020
Q1 | $11K | Buy |
2,105
+40
| +2% | +$209 | ﹤0.01% | 417 |
|
|
2019
Q4 | $38K | Buy |
+2,065
| New | +$38K | 0.02% | 280 |
|