Plante Moran Financial Advisors’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-841
| Closed | -$33K | – | 875 |
|
|
2019
Q4 | $33K | Hold |
841
| – | – | 0.01% | 389 |
|
|
2019
Q3 | $37K | Hold |
841
| – | – | 0.01% | 395 |
|
|
2019
Q2 | $40K | Hold |
841
| – | – | 0.01% | 378 |
|
|
2019
Q1 | $42K | Hold |
841
| – | – | 0.01% | 369 |
|
|
2018
Q4 | $33K | Hold |
841
| – | – | 0.01% | 365 |
|
|
2018
Q3 | $49K | Hold |
841
| – | – | 0.02% | 295 |
|
|
2018
Q2 | $46K | Hold |
841
| – | – | 0.02% | 342 |
|
|
2018
Q1 | $43K | Hold |
841
| – | – | 0.02% | 373 |
|
|
2017
Q4 | $47K | Hold |
841
| – | – | 0.03% | 361 |
|
|
2017
Q3 | $53K | Hold |
841
| – | – | 0.03% | 294 |
|
|
2017
Q2 | $55K | Hold |
841
| – | – | 0.03% | 290 |
|
|
2017
Q1 | $61K | Hold |
841
| – | – | 0.04% | 284 |
|
|
2016
Q4 | $54K | Hold |
841
| – | – | 0.03% | 312 |
|
|
2016
Q3 | $55K | Buy |
+841
| New | +$55K | 0.04% | 297 |
|