Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,410
| Closed | -$133K | – | 1569 |
|
|
2019
Q1 | $133K | Sell |
5,410
-480
| -8% | -$11.8K | 0.01% | 552 |
|
|
2018
Q4 | $118K | Buy |
5,890
+1,070
| +22% | +$21.4K | 0.01% | 551 |
|
|
2018
Q3 | $121K | Sell |
4,820
-203
| -4% | -$5.1K | 0.01% | 612 |
|
|
2018
Q2 | $119K | Buy |
5,023
+1,720
| +52% | +$40.7K | 0.01% | 634 |
|
|
2018
Q1 | $73K | Sell |
3,303
-210
| -6% | -$4.64K | 0.01% | 835 |
|
|
2017
Q4 | $73K | Sell |
3,513
-630
| -15% | -$13.1K | 0.01% | 846 |
|
|
2017
Q3 | $88K | Buy |
4,143
+740
| +22% | +$15.7K | 0.01% | 760 |
|
|
2017
Q2 | $89K | Sell |
3,403
-2,240
| -40% | -$58.6K | 0.01% | 733 |
|
|
2017
Q1 | $178K | Buy |
5,643
+1,910
| +51% | +$60.2K | 0.03% | 431 |
|
|
2016
Q4 | $121K | Sell |
3,733
-150
| -4% | -$4.86K | 0.02% | 518 |
|
|
2016
Q3 | $122K | Buy |
3,883
+862
| +29% | +$27.1K | 0.02% | 511 |
|
|
2016
Q2 | $83K | Sell |
3,021
-24
| -0.8% | -$659 | 0.01% | 578 |
|
|
2016
Q1 | $64K | Buy |
3,045
+17
| +0.6% | +$357 | 0.01% | 638 |
|
|
2015
Q4 | $70K | Buy |
+3,028
| New | +$70K | 0.01% | 623 |
|