Surevest’s Plains All American Pipeline PAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $793K | Hold |
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|
2022
Q2 | $740K | Buy |
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|
2022
Q1 | $789K | Hold |
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|
2021
Q4 | $685K | Hold |
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|
2021
Q3 | $746K | Hold |
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|
2021
Q2 | $833K | Buy |
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|
2021
Q1 | $298K | Hold |
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|
2020
Q4 | $270K | Hold |
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|
2020
Q3 | $196K | Hold |
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|
2020
Q2 | $290K | Buy |
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|
2020
Q1 | $154K | Hold |
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|
2019
Q4 | $537K | Hold |
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|
2019
Q3 | $606K | Hold |
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|
2019
Q2 | $712K | Buy |
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