Plante Moran Financial Advisors’s Cantaloupe CTLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,503
| Closed | -$30K | – | 985 |
|
|
2022
Q1 | $30K | Hold |
4,503
| – | – | 0.01% | 412 |
|
|
2021
Q4 | $40K | Hold |
4,503
| – | – | 0.01% | 409 |
|
|
2021
Q3 | $49K | Hold |
4,503
| – | – | 0.01% | 388 |
|
|
2021
Q2 | $53K | Hold |
4,503
| – | – | 0.01% | 356 |
|
|
2021
Q1 | $53K | Buy |
4,503
+2,803
| +165% | +$33K | 0.01% | 349 |
|
|
2020
Q4 | $18K | Buy |
+1,700
| New | +$18K | 0.01% | 551 |
|