TFO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,047
| Closed | -$21K | – | 182 |
|
|
2021
Q3 | $21K | Buy |
+2,047
| New | +$21K | ﹤0.01% | 77 |
|
|
2021
Q2 | – | Sell |
-1,760
| Closed | -$16K | – | 159 |
|
|
2021
Q1 | $16K | Buy |
+1,760
| New | +$16K | ﹤0.01% | 118 |
|
|
2020
Q4 | – | Sell |
-1,760
| Closed | -$11K | – | 145 |
|
|
2020
Q3 | $11K | Hold |
1,760
| – | – | ﹤0.01% | 76 |
|
|
2020
Q2 | $16K | Buy |
1,760
+442
| +34% | +$4.02K | 0.01% | 69 |
|
|
2020
Q1 | $6K | Sell |
1,318
-2,184
| -62% | -$9.94K | ﹤0.01% | 101 |
|
|
2019
Q4 | $64K | Buy |
+3,502
| New | +$64K | 0.06% | 57 |
|