YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-600
| Closed | -$12K | – | 868 |
|
|
2017
Q4 | $12K | Sell |
600
-939
| -61% | -$18.8K | 0.01% | 610 |
|
|
2017
Q3 | $33K | Hold |
1,539
| – | – | 0.02% | 429 |
|
|
2017
Q2 | $41K | Sell |
1,539
-186
| -11% | -$4.96K | 0.02% | 395 |
|
|
2017
Q1 | $50K | Buy |
1,725
+604
| +54% | +$17.5K | 0.03% | 371 |
|
|
2016
Q4 | $35K | Buy |
+1,121
| New | +$35K | 0.02% | 402 |
|