WFG 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
Q2 | $1.76M | Buy |
66,841
+13,304
| +25% | +$350K | 0.4% | 64 |
|
|
2017
Q1 | $1.69M | Sell |
53,537
-12,617
| -19% | -$399K | 0.45% | 50 |
|
|
2016
Q4 | $2.14M | Sell |
66,154
-3,425
| -5% | -$111K | 0.52% | 41 |
|
|
2016
Q3 | $2.19M | Buy |
69,579
+1,358
| +2% | +$42.6K | 0.54% | 37 |
|
|
2016
Q2 | $1.88M | Sell |
68,221
-6,792
| -9% | -$187K | 0.5% | 41 |
|
|
2016
Q1 | $1.57M | Sell |
75,013
-6,067
| -7% | -$127K | 0.46% | 46 |
|
|
2015
Q4 | $1.87M | Sell |
81,080
-6,090
| -7% | -$141K | 0.56% | 34 |
|
|
2015
Q3 | $2.65M | Buy |
87,170
+3,940
| +5% | +$120K | 0.83% | 21 |
|
|
2015
Q2 | $3.63M | Sell |
83,230
-4,246
| -5% | -$185K | 1% | 14 |
|
|
2015
Q1 | $4.27M | Buy |
87,476
+45,280
| +107% | +$2.21M | 1.19% | 9 |
|
|
2014
Q4 | $2.17M | Sell |
42,196
-2,645
| -6% | -$136K | 0.44% | 37 |
|
|
2014
Q3 | $2.64M | Sell |
44,841
-44,635
| -50% | -$2.63M | 0.5% | 30 |
|
|
2014
Q2 | $5.37M | Buy |
89,476
+2,792
| +3% | +$168K | 1% | 9 |
|
|
2014
Q1 | $4.78M | Buy |
86,684
+1,133
| +1% | +$62.5K | 0.96% | 10 |
|
|
2013
Q4 | $4.43M | Buy |
85,551
+3,218
| +4% | +$167K | 0.63% | 23 |
|
|
2013
Q3 | $4.34M | Sell |
82,333
-944
| -1% | -$49.7K | 0.67% | 24 |
|
|
2013
Q2 | $4.65M | Buy |
+83,277
| New | +$4.65M | 0.77% | 14 |
|