Sunesis Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-26,669
| Closed | -$303K | – | 30 |
|
|
2021
Q2 | $303K | Hold |
26,669
| – | – | 0.23% | 29 |
|
|
2021
Q1 | $243K | Hold |
26,669
| – | – | 0.19% | 31 |
|
|
2020
Q4 | $220K | Hold |
26,669
| – | – | 0.18% | 31 |
|
|
2020
Q3 | $159K | Hold |
26,669
| – | – | 0.14% | 32 |
|
|
2020
Q2 | $236K | Hold |
26,669
| – | – | 0.22% | 30 |
|
|
2020
Q1 | $141K | Hold |
26,669
| – | – | 0.14% | 31 |
|
|
2019
Q4 | $490K | Buy |
+26,669
| New | +$490K | 0.45% | 25 |
|