Plante Moran Financial Advisors’s Concert Pharmaceuticals, Inc. CNCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,500
| Closed | -$25K | – | 867 |
|
|
2018
Q2 | $25K | Buy |
+1,500
| New | +$25K | 0.01% | 447 |
|
|
2018
Q1 | – | Sell |
-2,000
| Closed | -$52K | – | 1020 |
|
|
2017
Q4 | $52K | Buy |
2,000
+1,000
| +100% | +$26K | 0.03% | 343 |
|
|
2017
Q3 | $15K | Hold |
1,000
| – | – | 0.01% | 499 |
|
|
2017
Q2 | $14K | Sell |
1,000
-500
| -33% | -$7K | 0.01% | 521 |
|
|
2017
Q1 | $26K | Sell |
1,500
-500
| -25% | -$8.67K | 0.02% | 436 |
|
|
2016
Q4 | $21K | Hold |
2,000
| – | – | 0.01% | 478 |
|
|
2016
Q3 | $20K | Buy |
2,000
+500
| +33% | +$5K | 0.01% | 494 |
|
|
2016
Q2 | $17K | Buy |
+1,500
| New | +$17K | 0.01% | 457 |
|