Valeo Financial Advisors’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-159
| Closed | -$5K | – | 1328 |
|
|
2021
Q1 | $5K | Sell |
159
-470
| -75% | -$14.8K | ﹤0.01% | 1487 |
|
|
2020
Q4 | $15K | Buy |
629
+470
| +296% | +$11.2K | ﹤0.01% | 1080 |
|
|
2020
Q3 | $3K | Buy |
159
+81
| +104% | +$1.53K | ﹤0.01% | 1311 |
|
|
2020
Q2 | $2K | Sell |
78
-32
| -29% | -$821 | ﹤0.01% | 1697 |
|
|
2020
Q1 | $2K | Hold |
110
| – | – | ﹤0.01% | 1508 |
|
|
2019
Q4 | $4K | Buy |
110
+78
| +244% | +$2.84K | ﹤0.01% | 1335 |
|
|
2019
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 1457 |
|
|
2019
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 1477 |
|
|
2019
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 1467 |
|
|
2018
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 1394 |
|
|
2018
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 1650 |
|
|
2018
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 1490 |
|
|
2018
Q1 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1447 |
|