Plante Moran Financial Advisors’s Sotheby's BID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-28
| Closed | -$2K | – | 958 |
|
|
2019
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 808 |
|
|
2019
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 748 |
|
|
2019
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 756 |
|
|
2018
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 865 |
|
|
2018
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 740 |
|
|
2018
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 747 |
|
|
2018
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 936 |
|
|
2017
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 863 |
|
|
2017
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 793 |
|
|
2017
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 765 |
|
|
2017
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 857 |
|
|
2016
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 949 |
|
|
2016
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 913 |
|
|
2016
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 883 |
|
|
2016
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 828 |
|
|
2015
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 931 |
|
|
2015
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 691 |
|
|
2015
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 710 |
|
|
2015
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 705 |
|
|
2014
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 795 |
|
|
2014
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 776 |
|
|
2014
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 810 |
|
|
2014
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 598 |
|
|
2013
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 672 |
|
|
2013
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 613 |
|
|
2013
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 577 |
|