Transamerica Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-800
| Closed | -$17K | – | 609 |
|
2016
Q1 | $17K | Hold |
800
| – | – | ﹤0.01% | 500 |
|
2015
Q4 | $19K | Hold |
800
| – | – | ﹤0.01% | 533 |
|
2015
Q3 | $25K | Hold |
800
| – | – | ﹤0.01% | 472 |
|
2015
Q2 | $35K | Sell |
800
-100
| -11% | -$4.38K | ﹤0.01% | 491 |
|
2015
Q1 | $44K | Hold |
900
| – | – | ﹤0.01% | 453 |
|
2014
Q4 | $47K | Hold |
900
| – | – | ﹤0.01% | 366 |
|
2014
Q3 | $53K | Hold |
900
| – | – | ﹤0.01% | 335 |
|
2014
Q2 | $55K | Hold |
900
| – | – | ﹤0.01% | 361 |
|
2014
Q1 | $50K | Hold |
900
| – | – | 0.01% | 346 |
|
2013
Q4 | $47K | Hold |
900
| – | – | 0.01% | 349 |
|
2013
Q3 | $48K | Sell |
900
-945
| -51% | -$50.4K | 0.01% | 329 |
|
2013
Q2 | $103K | Buy |
+1,845
| New | +$103K | 0.02% | 230 |
|