WESPAC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8,800
| Closed | -$231K | – | 150 |
|
|
2017
Q2 | $231K | Buy |
+8,800
| New | +$231K | 0.16% | 119 |
|
|
2015
Q3 | – | Sell |
-8,800
| Closed | -$383K | – | 98 |
|
|
2015
Q2 | $383K | Hold |
8,800
| – | – | 0.29% | 85 |
|
|
2015
Q1 | $429K | Sell |
8,800
-1,521
| -15% | -$74.1K | 0.33% | 87 |
|
|
2014
Q4 | $530K | Buy |
10,321
+1,521
| +17% | +$78.1K | 0.37% | 72 |
|
|
2014
Q3 | $518K | Buy |
8,800
+4,400
| +100% | +$259K | 0.42% | 79 |
|
|
2014
Q2 | $264K | Sell |
4,400
-4,400
| -50% | -$264K | 0.3% | 96 |
|
|
2014
Q1 | $485K | Hold |
8,800
| – | – | 0.42% | 89 |
|
|
2013
Q4 | $456K | Buy |
8,800
+4,400
| +100% | +$228K | 0.38% | 100 |
|
|
2013
Q3 | $232K | Hold |
4,400
| – | – | 0.27% | 98 |
|
|
2013
Q2 | $246K | Buy |
+4,400
| New | +$246K | 0.37% | 80 |
|