Plante Moran Financial Advisors’s Akebia Therapeutics AKBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,000
| Closed | -$40K | – | 749 |
|
|
2018
Q2 | $40K | Buy |
4,000
+2,500
| +167% | +$25K | 0.02% | 373 |
|
|
2018
Q1 | $14K | Hold |
1,500
| – | – | 0.01% | 551 |
|
|
2017
Q4 | $22K | Hold |
1,500
| – | – | 0.01% | 484 |
|
|
2017
Q3 | $30K | Hold |
1,500
| – | – | 0.02% | 404 |
|
|
2017
Q2 | $22K | Sell |
1,500
-500
| -25% | -$7.33K | 0.01% | 453 |
|
|
2017
Q1 | $18K | Buy |
+2,000
| New | +$18K | 0.01% | 488 |
|