Plante Moran Financial Advisors’s Greif GEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-165
| Closed | -$5K | – | 923 |
|
2015
Q4 | $5K | Buy |
+165
| New | +$5K | ﹤0.01% | 720 |
|
2015
Q1 | – | Sell |
-210
| Closed | -$10K | – | 748 |
|
2014
Q4 | $10K | Sell |
210
-210
| -50% | -$10K | 0.01% | 530 |
|
2014
Q3 | $18K | Hold |
420
| – | – | 0.02% | 421 |
|
2014
Q2 | $23K | Buy |
420
+210
| +100% | +$11.5K | 0.02% | 360 |
|
2014
Q1 | $11K | Buy |
+210
| New | +$11K | 0.01% | 344 |
|