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YorkBridge Wealth Partners’s Plains All American Pipeline PAA Stock Holding History

YorkBridge Wealth Partners’s Portfolio PAA Stock Details PAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-600
Closed -$12K – 867
2017
Q4 		$12K Sell
600
-939
-61% -$19.1K 0.01% 610
2017
Q3 		$33K Hold
1,539
– – 0.02% 429
2017
Q2 		$41K Sell
1,539
-186
-11% -$5.15K 0.02% 395
2017
Q1 		$50K Buy
1,725
+604
+54% +$19.1K 0.03% 371
2016
Q4 		$35K Buy
+1,121
New +$35.4K 0.02% 402

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HFA
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TCA
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JP Morgan Chase
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Franklin Resources
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KACA
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Morgan Stanley
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CIBC Private Wealth Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return