WR Wealth Planners’s Plains GP Holdings PAGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $11.2K | Hold |
608
| – | – | ﹤0.01% | 575 |
|
|
2024
Q3 | $11.2K | Buy |
608
+1
| +0.2% | +$18 | ﹤0.01% | 604 |
|
|
2024
Q2 | $11.4K | Buy |
607
+1
| +0.2% | +$19 | ﹤0.01% | 568 |
|
|
2024
Q1 | $11.1K | Buy |
+606
| New | +$11.1K | ﹤0.01% | 581 |
|
|
2023
Q4 | – | Sell |
-563
| Closed | -$9.08K | – | 646 |
|
|
2023
Q3 | $9.08K | Hold |
563
| – | – | ﹤0.01% | 591 |
|
|
2023
Q2 | $8.35K | Sell |
563
-75
| -12% | -$1.11K | ﹤0.01% | 608 |
|
|
2023
Q1 | $8.37K | Buy |
+638
| New | +$8.37K | ﹤0.01% | 594 |
|