U.S. Capital Wealth Advisors’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 | $208K | Sell |
5,551
-845
| -13% | -$31.7K | 0.01% | 826 |
|
|
2025
Q1 | $256K | Hold |
6,396
| – | – | 0.01% | 745 |
|
|
2024
Q4 | $236K | Hold |
6,396
| – | – | 0.01% | 737 |
|
|
2024
Q3 | $264K | Hold |
6,396
| – | – | 0.01% | 613 |
|
|
2024
Q2 | $237K | Hold |
6,396
| – | – | 0.01% | 615 |
|
|
2024
Q1 | $226K | Hold |
6,396
| – | – | 0.01% | 623 |
|
|
2023
Q4 | $220K | Buy |
+6,396
| New | +$220K | 0.01% | 612 |
|
|
2023
Q1 | – | Sell |
-300
| Closed | -$10.2K | – | 1253 |
|
|
2022
Q4 | $10.2K | Buy |
+300
| New | +$10.2K | ﹤0.01% | 1270 |
|