Surevest’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
Q3 | $793K | Hold |
75,358
| – | – | 0.22% | 97 |
|
|
2022
Q2 | $740K | Buy |
75,358
+2,022
| +3% | +$19.9K | 0.19% | 102 |
|
|
2022
Q1 | $789K | Hold |
73,336
| – | – | 0.19% | 105 |
|
|
2021
Q4 | $685K | Hold |
73,336
| – | – | 0.16% | 87 |
|
|
2021
Q3 | $746K | Hold |
73,336
| – | – | 0.19% | 81 |
|
|
2021
Q2 | $833K | Buy |
73,336
+40,540
| +124% | +$460K | 0.22% | 77 |
|
|
2021
Q1 | $298K | Hold |
32,796
| – | – | 0.09% | 85 |
|
|
2020
Q4 | $270K | Hold |
32,796
| – | – | 0.09% | 80 |
|
|
2020
Q3 | $196K | Hold |
32,796
| – | – | 0.08% | 81 |
|
|
2020
Q2 | $290K | Buy |
32,796
+3,570
| +12% | +$31.6K | 0.13% | 76 |
|
|
2020
Q1 | $154K | Hold |
29,226
| – | – | 0.08% | 95 |
|
|
2019
Q4 | $537K | Hold |
29,226
| – | – | 0.23% | 105 |
|
|
2019
Q3 | $606K | Hold |
29,226
| – | – | 0.3% | 98 |
|
|
2019
Q2 | $712K | Buy |
+29,226
| New | +$712K | 0.37% | 91 |
|