Teamwork Financial Advisors’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,129
| Closed | -$274K | – | 218 |
|
|
2023
Q3 | $274K | Buy |
9,129
+462
| +5% | +$13.9K | 0.04% | 164 |
|
|
2023
Q2 | $273K | Sell |
8,667
-2,064
| -19% | -$64.9K | 0.04% | 163 |
|
|
2023
Q1 | $348K | Sell |
10,731
-521
| -5% | -$16.9K | 0.06% | 143 |
|
|
2022
Q4 | $382K | Buy |
11,252
+271
| +2% | +$9.2K | 0.08% | 145 |
|
|
2022
Q3 | $333K | Buy |
10,981
+1,149
| +12% | +$34.8K | 0.07% | 161 |
|
|
2022
Q2 | $348K | Buy |
+9,832
| New | +$348K | 0.08% | 162 |
|