Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-13,700
| Closed | -$125K | – | 253 |
|
|
2021
Q1 | $125K | Sell |
13,700
-1,000
| -7% | -$9.12K | 0.01% | 356 |
|
|
2020
Q4 | $121K | Buy |
+14,700
| New | +$121K | 0.01% | 348 |
|
|
2020
Q1 | – | Sell |
-18,444
| Closed | -$339K | – | 335 |
|
|
2019
Q4 | $339K | Sell |
18,444
-3,432
| -16% | -$63.1K | 0.04% | 275 |
|
|
2019
Q3 | $406K | Buy |
21,876
+2,413
| +12% | +$44.8K | 0.05% | 245 |
|
|
2019
Q2 | $474K | Hold |
19,463
| – | – | 0.06% | 230 |
|
|
2019
Q1 | $477K | Sell |
19,463
-1,008
| -5% | -$24.7K | 0.06% | 234 |
|
|
2018
Q4 | $464K | Buy |
20,471
+1,000
| +5% | +$22.7K | 0.07% | 226 |
|
|
2018
Q3 | $487K | Hold |
19,471
| – | – | 0.06% | 241 |
|
|
2018
Q2 | $460K | Hold |
19,471
| – | – | 0.06% | 249 |
|
|
2018
Q1 | $429K | Buy |
19,471
+280
| +1% | +$6.17K | 0.05% | 250 |
|
|
2017
Q4 | $396K | Buy |
+19,191
| New | +$396K | 0.05% | 251 |
|