TWA
TCI Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,896
| Closed | -$36.1K | – | 1608 |
|
|
2023
Q1 | $36.1K | Sell |
2,896
-764
| -21% | -$9.53K | ﹤0.01% | 510 |
|
|
2022
Q4 | $43K | Hold |
3,660
| – | – | 0.01% | 445 |
|
|
2022
Q3 | $39K | Hold |
3,660
| – | – | 0.01% | 437 |
|
|
2022
Q2 | $36K | Hold |
3,660
| – | – | 0.01% | 451 |
|
|
2022
Q1 | $39K | Buy |
+3,660
| New | +$39K | 0.01% | 475 |
|
|
2019
Q4 | – | Sell |
-121
| Closed | -$3K | – | 1643 |
|
|
2019
Q3 | $3K | Hold |
121
| – | – | ﹤0.01% | 970 |
|
|
2019
Q2 | $3K | Hold |
121
| – | – | ﹤0.01% | 915 |
|
|
2019
Q1 | $3K | Hold |
121
| – | – | ﹤0.01% | 923 |
|
|
2018
Q4 | $2K | Sell |
121
-79
| -40% | -$1.31K | ﹤0.01% | 1021 |
|
|
2018
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 792 |
|
|
2018
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 787 |
|
|
2018
Q1 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 788 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$5K | – | 1364 |
|
|
2017
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 757 |
|
|
2017
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 687 |
|
|
2016
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 736 |
|
|
2016
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 689 |
|
|
2016
Q2 | $5K | Sell |
200
-203
| -50% | -$5.08K | ﹤0.01% | 724 |
|
|
2016
Q1 | $8K | Buy |
403
+203
| +102% | +$4.03K | ﹤0.01% | 633 |
|
|
2015
Q4 | $5K | Sell |
200
-462
| -70% | -$11.6K | ﹤0.01% | 717 |
|
|
2015
Q3 | $20K | Sell |
662
-538
| -45% | -$16.3K | 0.01% | 398 |
|
|
2015
Q2 | $52K | Hold |
1,200
| – | – | 0.03% | 280 |
|
|
2015
Q1 | $59K | Hold |
1,200
| – | – | 0.04% | 222 |
|
|
2014
Q4 | $62K | Hold |
1,200
| – | – | 0.04% | 226 |
|
|
2014
Q3 | $71K | Hold |
1,200
| – | – | 0.04% | 205 |
|
|
2014
Q2 | $72K | Hold |
1,200
| – | – | 0.04% | 212 |
|
|
2014
Q1 | $66K | Hold |
1,200
| – | – | 0.04% | 204 |
|
|
2013
Q4 | $62K | Buy |
1,200
+1,000
| +500% | +$51.7K | 0.04% | 219 |
|
|
2013
Q3 | $11K | Hold |
200
| – | – | 0.01% | 362 |
|
|
2013
Q2 | $11K | Buy |
+200
| New | +$11K | 0.01% | 364 |
|