Sugarloaf Wealth Management’s Plains GP Holdings PAGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,053
| Closed | -$13.1K | – | 761 |
|
|
2022
Q4 | $13.1K | Buy |
1,053
+17
| +2% | +$211 | ﹤0.01% | 462 |
|
|
2022
Q3 | $12K | Hold |
1,036
| – | – | ﹤0.01% | 496 |
|
|
2022
Q2 | $11K | Buy |
1,036
+21
| +2% | +$223 | ﹤0.01% | 502 |
|
|
2022
Q1 | $12K | Buy |
1,015
+15
| +2% | +$177 | ﹤0.01% | 471 |
|
|
2021
Q4 | $10K | Buy |
+1,000
| New | +$10K | ﹤0.01% | 509 |
|
|
2020
Q1 | – | Sell |
-230
| Closed | -$4K | – | 734 |
|
|
2019
Q4 | $4K | Buy |
+230
| New | +$4K | ﹤0.01% | 574 |
|