Wealthspire Advisors (Maryland)’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-31
| Closed | -$1K | – | 1579 |
|
|
2019
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 2367 |
|
|
2018
Q4 | $1K | Buy |
31
+16
| +107% | +$516 | ﹤0.01% | 2305 |
|
|
2018
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 2307 |
|
|
2018
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 2341 |
|
|
2018
Q1 | $0 | Sell |
15
-503
| -97% | – | ﹤0.01% | 2603 |
|
|
2017
Q4 | $19K | Sell |
518
-393
| -43% | -$14.4K | ﹤0.01% | 1348 |
|
|
2017
Q3 | $32K | Sell |
911
-32
| -3% | -$1.12K | ﹤0.01% | 1130 |
|
|
2017
Q2 | $31K | Buy |
943
+10
| +1% | +$329 | ﹤0.01% | 1115 |
|
|
2017
Q1 | $30K | Buy |
933
+37
| +4% | +$1.19K | ﹤0.01% | 954 |
|
|
2016
Q4 | $28K | Buy |
896
+400
| +81% | +$12.5K | ﹤0.01% | 927 |
|
|
2016
Q3 | $15K | Buy |
+496
| New | +$15K | ﹤0.01% | 1141 |
|