V Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-54,343
| Closed | -$585K | – | 446 |
|
|
2022
Q1 | $585K | Buy |
54,343
+2,045
| +4% | +$22K | 0.09% | 215 |
|
|
2021
Q4 | $489K | Sell |
52,298
-3,411
| -6% | -$31.9K | 0.07% | 260 |
|
|
2021
Q3 | $567K | Buy |
55,709
+7,109
| +15% | +$72.4K | 0.09% | 245 |
|
|
2021
Q2 | $552K | Buy |
48,600
+4,684
| +11% | +$53.2K | 0.09% | 255 |
|
|
2021
Q1 | $399K | Sell |
43,916
-1,288
| -3% | -$11.7K | 0.07% | 292 |
|
|
2020
Q4 | $372K | Buy |
45,204
+23,403
| +107% | +$193K | 0.08% | 266 |
|
|
2020
Q3 | $130K | Buy |
+21,801
| New | +$130K | 0.09% | 167 |
|
|
2017
Q3 | – | Sell |
-3,044
| Closed | -$80K | – | 552 |
|
|
2017
Q2 | $80K | Buy |
+3,044
| New | +$80K | 0.04% | 259 |
|