Plante Moran Financial Advisors’s CEB Inc. CEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-186
| Closed | -$15K | – | 937 |
|
|
2017
Q1 | $15K | Hold |
186
| – | – | 0.01% | 525 |
|
|
2016
Q4 | $11K | Hold |
186
| – | – | 0.01% | 583 |
|
|
2016
Q3 | $10K | Hold |
186
| – | – | 0.01% | 601 |
|
|
2016
Q2 | $11K | Hold |
186
| – | – | 0.01% | 523 |
|
|
2016
Q1 | $12K | Sell |
186
-46
| -20% | -$2.97K | 0.01% | 466 |
|
|
2015
Q4 | $14K | Buy |
232
+46
| +25% | +$2.78K | 0.01% | 519 |
|
|
2015
Q3 | $13K | Buy |
+186
| New | +$13K | 0.01% | 450 |
|
|
2015
Q2 | – | Sell |
-186
| Closed | -$15K | – | 761 |
|
|
2015
Q1 | $15K | Hold |
186
| – | – | 0.01% | 457 |
|
|
2014
Q4 | $13K | Hold |
186
| – | – | 0.01% | 492 |
|
|
2014
Q3 | $11K | Hold |
186
| – | – | 0.01% | 529 |
|
|
2014
Q2 | $13K | Hold |
186
| – | – | 0.01% | 470 |
|
|
2014
Q1 | $14K | Hold |
186
| – | – | 0.02% | 306 |
|
|
2013
Q4 | $14K | Hold |
186
| – | – | 0.01% | 402 |
|
|
2013
Q3 | $14K | Hold |
186
| – | – | 0.01% | 340 |
|
|
2013
Q2 | $12K | Buy |
+186
| New | +$12K | 0.01% | 322 |
|