WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $36.7K | Hold |
2,150
| – | – | 0.01% | 356 |
|
|
2024
Q3 | $37.3K | Hold |
2,150
| – | – | 0.01% | 379 |
|
|
2024
Q2 | $38.4K | Sell |
2,150
-1,000
| -32% | -$17.9K | 0.01% | 359 |
|
|
2024
Q1 | $55.3K | Buy |
+3,150
| New | +$55.3K | 0.02% | 318 |
|
|
2023
Q4 | – | Sell |
-3,150
| Closed | -$48.3K | – | 644 |
|
|
2023
Q3 | $48.3K | Hold |
3,150
| – | – | 0.02% | 318 |
|
|
2023
Q2 | $44.4K | Hold |
3,150
| – | – | 0.02% | 334 |
|
|
2023
Q1 | $39.3K | Buy |
+3,150
| New | +$39.3K | 0.02% | 347 |
|