Plante Moran Financial Advisors’s Bemis BMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,171
| Closed | -$65K | – | 864 |
|
2019
Q1 | $65K | Buy |
1,171
+376
| +47% | +$20.9K | 0.02% | 280 |
|
2018
Q4 | $36K | Buy |
+795
| New | +$36K | 0.01% | 353 |
|
2018
Q3 | – | Sell |
-375
| Closed | -$16K | – | 881 |
|
2018
Q2 | $16K | Buy |
375
+32
| +9% | +$1.37K | 0.01% | 499 |
|
2018
Q1 | $15K | Buy |
343
+3
| +0.9% | +$131 | 0.01% | 550 |
|
2017
Q4 | $16K | Buy |
340
+20
| +6% | +$941 | 0.01% | 533 |
|
2017
Q3 | $15K | Buy |
320
+3
| +0.9% | +$141 | 0.01% | 500 |
|
2017
Q2 | $15K | Buy |
317
+18
| +6% | +$852 | 0.01% | 511 |
|
2017
Q1 | $15K | Buy |
299
+2
| +0.7% | +$100 | 0.01% | 524 |
|
2016
Q4 | $14K | Buy |
297
+18
| +6% | +$848 | 0.01% | 538 |
|
2016
Q3 | $14K | Buy |
279
+2
| +0.7% | +$100 | 0.01% | 550 |
|
2016
Q2 | $14K | Buy |
277
+19
| +7% | +$960 | 0.01% | 484 |
|
2016
Q1 | $13K | Buy |
258
+2
| +0.8% | +$101 | 0.01% | 452 |
|
2015
Q4 | $11K | Buy |
256
+20
| +8% | +$859 | 0.01% | 569 |
|
2015
Q3 | $9K | Buy |
236
+1
| +0.4% | +$38 | 0.01% | 505 |
|
2015
Q2 | $11K | Buy |
235
+10
| +4% | +$468 | 0.01% | 517 |
|
2015
Q1 | $10K | Buy |
225
+2
| +0.9% | +$89 | 0.01% | 522 |
|
2014
Q4 | $10K | Buy |
223
+1
| +0.5% | +$45 | 0.01% | 541 |
|
2014
Q3 | $8K | Buy |
222
+24
| +12% | +$865 | 0.01% | 597 |
|
2014
Q2 | $8K | Buy |
198
+1
| +0.5% | +$40 | 0.01% | 597 |
|
2014
Q1 | $8K | Buy |
197
+12
| +6% | +$487 | 0.01% | 416 |
|
2013
Q4 | $8K | Buy |
185
+12
| +7% | +$519 | ﹤0.01% | 492 |
|
2013
Q3 | $7K | Buy |
173
+1
| +0.6% | +$40 | ﹤0.01% | 452 |
|
2013
Q2 | $7K | Buy |
+172
| New | +$7K | 0.01% | 416 |
|