Plante Moran Financial Advisors’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,500
| Closed | -$42K | – | 775 |
|
|
2018
Q2 | $42K | Buy |
5,500
+3,199
| +139% | +$24.4K | 0.02% | 361 |
|
|
2018
Q1 | $15K | Buy |
2,301
+301
| +15% | +$1.96K | 0.01% | 544 |
|
|
2017
Q4 | $13K | Buy |
+2,000
| New | +$13K | 0.01% | 556 |
|
|
2017
Q1 | – | Sell |
-301
| Closed | -$2K | – | 913 |
|
|
2016
Q4 | $2K | Hold |
301
| – | – | ﹤0.01% | 846 |
|
|
2016
Q3 | $2K | Sell |
301
-297
| -50% | -$1.97K | ﹤0.01% | 830 |
|
|
2016
Q2 | $5K | Buy |
598
+297
| +99% | +$2.48K | ﹤0.01% | 626 |
|
|
2016
Q1 | $3K | Buy |
+301
| New | +$3K | ﹤0.01% | 653 |
|
|
2014
Q1 | – | Sell |
-463
| Closed | -$6K | – | 644 |
|
|
2013
Q4 | $6K | Buy |
+463
| New | +$6K | ﹤0.01% | 515 |
|