Plante Moran Financial Advisors’s BlackBerry BB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-881
| Closed | -$4.87K | – | 771 |
|
|
2023
Q2 | $4.87K | Buy |
+881
| New | +$4.87K | ﹤0.01% | 639 |
|
|
2022
Q1 | – | Sell |
-150
| Closed | -$1K | – | 815 |
|
|
2021
Q4 | $1K | Buy |
+150
| New | +$1K | ﹤0.01% | 946 |
|
|
2021
Q3 | – | Sell |
-1,402
| Closed | -$17K | – | 922 |
|
|
2021
Q2 | $17K | Hold |
1,402
| – | – | ﹤0.01% | 583 |
|
|
2021
Q1 | $12K | Buy |
1,402
+2
| +0.1% | +$17 | ﹤0.01% | 618 |
|
|
2020
Q4 | $9K | Hold |
1,400
| – | – | ﹤0.01% | 636 |
|
|
2020
Q3 | $6K | Buy |
1,400
+1,008
| +257% | +$4.32K | ﹤0.01% | 660 |
|
|
2020
Q2 | $2K | Buy |
+392
| New | +$2K | ﹤0.01% | 655 |
|
|
2019
Q1 | – | Sell |
-40
| Closed | – | – | 775 |
|
|
2018
Q4 | $0 | Buy |
+40
| New | – | ﹤0.01% | 886 |
|
|
2016
Q4 | – | Sell |
-6
| Closed | – | – | 968 |
|
|
2016
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 933 |
|