Toth Financial Advisory’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-466
| Closed | -$7.14K | – | 774 |
|
2023
Q3 | $7.14K | Buy |
466
+8
| +2% | +$123 | ﹤0.01% | 476 |
|
2023
Q2 | $6.46K | Sell |
458
-30
| -6% | -$423 | ﹤0.01% | 517 |
|
2023
Q1 | $6.09K | Buy |
488
+10
| +2% | +$125 | ﹤0.01% | 512 |
|
2022
Q4 | $5.62K | Buy |
478
+8
| +2% | +$94 | ﹤0.01% | 488 |
|
2022
Q3 | $5K | Buy |
470
+9
| +2% | +$96 | ﹤0.01% | 543 |
|
2022
Q2 | $5K | Sell |
461
-383
| -45% | -$4.15K | ﹤0.01% | 510 |
|
2022
Q1 | $9K | Buy |
844
+14
| +2% | +$149 | ﹤0.01% | 488 |
|
2021
Q4 | $8K | Buy |
830
+14
| +2% | +$135 | ﹤0.01% | 517 |
|
2021
Q3 | $8K | Buy |
816
+15
| +2% | +$147 | ﹤0.01% | 515 |
|
2021
Q2 | $9K | Buy |
801
+14
| +2% | +$157 | ﹤0.01% | 466 |
|
2021
Q1 | $7K | Buy |
787
+84
| +12% | +$747 | ﹤0.01% | 488 |
|
2020
Q4 | $6K | Buy |
703
+309
| +78% | +$2.64K | ﹤0.01% | 445 |
|
2020
Q3 | $2K | Sell |
394
-235
| -37% | -$1.19K | ﹤0.01% | 483 |
|
2020
Q2 | $6K | Buy |
629
+12
| +2% | +$114 | ﹤0.01% | 389 |
|
2020
Q1 | $3K | Buy |
617
+307
| +99% | +$1.49K | ﹤0.01% | 355 |
|
2019
Q4 | $6K | Hold |
310
| – | – | ﹤0.01% | 343 |
|
2019
Q3 | $6K | Hold |
310
| – | – | ﹤0.01% | 346 |
|
2019
Q2 | $8K | Buy |
+310
| New | +$8K | ﹤0.01% | 329 |
|