Plante Moran Financial Advisors’s Commault Systems CVLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-228
| Closed | -$13K | – | 813 |
|
|
2017
Q2 | $13K | Hold |
228
| – | – | 0.01% | 523 |
|
|
2017
Q1 | $12K | Hold |
228
| – | – | 0.01% | 546 |
|
|
2016
Q4 | $12K | Hold |
228
| – | – | 0.01% | 555 |
|
|
2016
Q3 | $12K | Hold |
228
| – | – | 0.01% | 566 |
|
|
2016
Q2 | $10K | Hold |
228
| – | – | 0.01% | 527 |
|
|
2016
Q1 | $10K | Hold |
228
| – | – | 0.01% | 485 |
|
|
2015
Q4 | $9K | Hold |
228
| – | – | 0.01% | 591 |
|
|
2015
Q3 | $8K | Hold |
228
| – | – | 0.01% | 510 |
|
|
2015
Q2 | $10K | Hold |
228
| – | – | 0.01% | 522 |
|
|
2015
Q1 | $10K | Hold |
228
| – | – | 0.01% | 514 |
|
|
2014
Q4 | $12K | Hold |
228
| – | – | 0.01% | 494 |
|
|
2014
Q3 | $11K | Hold |
228
| – | – | 0.01% | 509 |
|
|
2014
Q2 | $11K | Hold |
228
| – | – | 0.01% | 499 |
|
|
2014
Q1 | $15K | Hold |
228
| – | – | 0.02% | 287 |
|
|
2013
Q4 | $17K | Hold |
228
| – | – | 0.01% | 369 |
|
|
2013
Q3 | $20K | Hold |
228
| – | – | 0.01% | 283 |
|
|
2013
Q2 | $17K | Buy |
+228
| New | +$17K | 0.01% | 261 |
|