Plante Moran Financial Advisors’s CVENT, INC. CVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-188
| Closed | -$6K | – | 1027 |
|
|
2015
Q3 | $6K | Hold |
188
| – | – | ﹤0.01% | 569 |
|
|
2015
Q2 | $5K | Buy |
188
+138
| +276% | +$3.67K | ﹤0.01% | 631 |
|
|
2015
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 711 |
|
|
2014
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 801 |
|
|
2014
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 782 |
|