Plante Moran Financial Advisors’s Gerdau GGB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-252
| Closed | -$1K | – | 839 |
|
2018
Q4 | $1K | Buy |
+252
| New | +$1K | ﹤0.01% | 795 |
|
2018
Q1 | – | Sell |
-135,857
| Closed | -$401K | – | 972 |
|
2017
Q4 | $401K | Hold |
135,857
| – | – | 0.22% | 79 |
|
2017
Q3 | $370K | Hold |
135,857
| – | – | 0.22% | 81 |
|
2017
Q2 | $329K | Hold |
135,857
| – | – | 0.21% | 88 |
|
2017
Q1 | $372K | Hold |
135,857
| – | – | 0.22% | 86 |
|
2016
Q4 | $339K | Sell |
135,857
-1
| -0% | -$2 | 0.21% | 83 |
|
2016
Q3 | $293K | Hold |
135,858
| – | – | 0.2% | 95 |
|
2016
Q2 | $196K | Hold |
135,858
| – | – | 0.14% | 120 |
|
2016
Q1 | $192K | Buy |
135,858
+25,353
| +23% | +$35.8K | 0.15% | 115 |
|
2015
Q4 | $105K | Hold |
110,505
| – | – | 0.08% | 180 |
|
2015
Q3 | $120K | Buy |
110,505
+85,126
| +335% | +$92.4K | 0.09% | 156 |
|
2015
Q2 | $49K | Hold |
25,379
| – | – | 0.04% | 297 |
|
2015
Q1 | $64K | Buy |
+25,379
| New | +$64K | 0.04% | 243 |
|