True Wealth Design’s Pembina Pipeline PBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2K Hold
32
﹤0.01% 1397
2025
Q1
$1.28K Buy
32
+6
+23% +$240 ﹤0.01% 1177
2024
Q4
$961 Sell
26
-4
-13% -$148 ﹤0.01% 952
2024
Q3
$1.24K Hold
30
﹤0.01% 923
2024
Q2
$1.11K Buy
30
+7
+30% +$260 ﹤0.01% 487
2024
Q1
$813 Buy
23
+11
+92% +$389 ﹤0.01% 512
2023
Q4
$414 Hold
12
﹤0.01% 519
2023
Q3
$361 Buy
12
+3
+33% +$90 ﹤0.01% 508
2023
Q2
$283 Hold
9
﹤0.01% 596
2023
Q1
$292 Sell
9
-1
-10% -$32 ﹤0.01% 668
2022
Q4
$340 Buy
+10
New +$340 ﹤0.01% 555