WR Wealth Planners’s Plains GP Holdings PAGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$11.2K Hold
2024
Q3
$11.2K Buy
2024
Q2
$11.4K Buy
2024
Q1
$11.1K Buy
2023
Q4
Sell
2023
Q3
$9.08K Hold
2023
Q2
$8.35K Sell
2023
Q1
$8.37K Buy