Plante Moran Financial Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-253
| Closed | -$2K | – | 754 |
|
|
2019
Q3 | $2K | Buy |
+253
| New | +$2K | ﹤0.01% | 763 |
|
|
2018
Q3 | – | Sell |
-5,021
| Closed | -$48K | – | 755 |
|
|
2018
Q2 | $48K | Buy |
5,021
+1,883
| +60% | +$18K | 0.02% | 329 |
|
|
2018
Q1 | $35K | Hold |
3,138
| – | – | 0.02% | 412 |
|
|
2017
Q4 | $33K | Buy |
+3,138
| New | +$33K | 0.02% | 419 |
|