Taylor Wealth Management Partners’s Plains GP Holdings PAGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,000
| Closed | -$48K | – | 142 |
|
|
2018
Q2 | $48K | Hold |
2,000
| – | – | 0.02% | 74 |
|
|
2018
Q1 | $43K | Hold |
2,000
| – | – | 0.02% | 75 |
|
|
2017
Q4 | $44K | Sell |
2,000
-600
| -23% | -$13.2K | 0.02% | 98 |
|
|
2017
Q3 | $57K | Hold |
2,600
| – | – | 0.03% | 96 |
|
|
2017
Q2 | $68K | Sell |
2,600
-15
| -0.6% | -$392 | 0.03% | 96 |
|
|
2017
Q1 | $82K | Buy |
+2,615
| New | +$82K | 0.04% | 92 |
|
|
2015
Q4 | – | Sell |
-376
| Closed | -$17K | – | 159 |
|
|
2015
Q3 | $17K | Sell |
376
-62,109
| -99% | -$2.81M | 0.01% | 106 |
|
|
2015
Q2 | $4.3M | Sell |
62,485
-58,203
| -48% | -$4.01M | 1.37% | 32 |
|
|
2015
Q1 | $9.12M | Buy |
+120,688
| New | +$9.12M | 2.86% | 14 |
|