TCFG Wealth Management’s Pembina Pipeline PBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$383K Buy
10,214
+793
+8% +$29.7K 0.17% 160
2025
Q1
$377K Buy
9,421
+1,020
+12% +$40.8K 0.19% 134
2024
Q4
$310K Buy
+8,401
New +$310K 0.16% 158