Plante Moran Financial Advisors’s Education Realty Trust Inc EDR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-160
| Closed | -$6K | – | 1113 |
|
2015
Q4 | $6K | Buy |
+160
| New | +$6K | ﹤0.01% | 700 |
|
2015
Q1 | – | Sell |
-380
| Closed | -$14K | – | 829 |
|
2014
Q4 | $14K | Hold |
380
| – | – | 0.01% | 479 |
|
2014
Q3 | $12K | Hold |
380
| – | – | 0.01% | 505 |
|
2014
Q2 | $12K | Buy |
+380
| New | +$12K | 0.01% | 489 |
|