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Summit Financial’s Pembina Pipeline PBA Stock Holding History

Summit Financial’s Portfolio PBA Stock Details PBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.17M Hold
84,458
– – 0.07% 226
2025
Q1 		$3.38M Hold
84,458
– – 0.09% 182
2024
Q4 		$3.12M Buy
+84,458
New +$3.12M 0.11% 154