Plante Moran Financial Advisors’s CA, Inc. CA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
Sell
-260
Closed -$7K 1157
2015
Q4
$7K Buy
+260
New +$7K 0.01% 665
2014
Q4
Sell
-330
Closed -$9K 901
2014
Q3
$9K Sell
330
-660
-67% -$18K 0.01% 578
2014
Q2
$28K Buy
+990
New +$28K 0.03% 334