Plante Moran Financial Advisors’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5
| Closed | – | – | 860 |
|
|
2020
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 777 |
|
|
2016
Q4 | – | Sell |
-486
| Closed | -$26K | – | 978 |
|
|
2016
Q3 | $26K | Buy |
486
+373
| +330% | +$20K | 0.02% | 431 |
|
|
2016
Q2 | $5K | Buy |
113
+68
| +151% | +$3.01K | ﹤0.01% | 621 |
|
|
2016
Q1 | $2K | Sell |
45
-432
| -91% | -$19.2K | ﹤0.01% | 713 |
|
|
2015
Q4 | $16K | Buy |
+477
| New | +$16K | 0.01% | 483 |
|