Wernau Asset Management’s Pembina Pipeline PBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Sell
5,669
-632
-10% -$23.7K 0.15% 41
2025
Q1
$252K Hold
6,301
0.2% 43
2024
Q4
$233K Buy
+6,301
New +$233K 0.17% 44