Plante Moran Financial Advisors’s Etsy ETSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-5
| Closed | -$599 | – | 836 |
|
2022
Q4 | $599 | Buy |
+5
| New | +$599 | ﹤0.01% | 785 |
|
2022
Q3 | – | Sell |
-14
| Closed | -$1K | – | 918 |
|
2022
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 897 |
|
2022
Q1 | – | Sell |
-38
| Closed | -$8K | – | 867 |
|
2021
Q4 | $8K | Buy |
38
+18
| +90% | +$3.79K | ﹤0.01% | 719 |
|
2021
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 805 |
|
2021
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 813 |
|
2021
Q1 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 804 |
|
2020
Q4 | – | Sell |
-110
| Closed | -$13K | – | 921 |
|
2020
Q3 | $13K | Buy |
+110
| New | +$13K | ﹤0.01% | 565 |
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$15K | – | 820 |
|
2017
Q2 | $15K | Buy |
+1,000
| New | +$15K | 0.01% | 505 |
|