Plante Moran Financial Advisors’s Elastic ESTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-68
| Closed | -$6.82K | – | 814 |
|
|
2024
Q1 | $6.82K | Sell |
68
-40
| -37% | -$4.01K | ﹤0.01% | 656 |
|
|
2023
Q4 | $12.2K | Buy |
+108
| New | +$12.2K | ﹤0.01% | 530 |
|
|
2023
Q3 | – | Sell |
-13
| Closed | -$834 | – | 800 |
|
|
2023
Q2 | $834 | Buy |
+13
| New | +$834 | ﹤0.01% | 741 |
|
|
2022
Q1 | – | Sell |
-20
| Closed | -$2K | – | 866 |
|
|
2021
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 910 |
|
|
2019
Q4 | – | Sell |
-21
| Closed | -$2K | – | 794 |
|
|
2019
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 772 |
|
|
2019
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 721 |
|