Plante Moran Financial Advisors’s Knowles KN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-150
| Closed | -$2K | – | 956 |
|
|
2015
Q4 | $2K | Sell |
150
-1,050
| -88% | -$14K | ﹤0.01% | 862 |
|
|
2015
Q3 | $22K | Hold |
1,200
| – | – | 0.02% | 369 |
|
|
2015
Q2 | $22K | Hold |
1,200
| – | – | 0.02% | 409 |
|
|
2015
Q1 | $23K | Hold |
1,200
| – | – | 0.02% | 387 |
|
|
2014
Q4 | $28K | Sell |
1,200
-34
| -3% | -$793 | 0.02% | 363 |
|
|
2014
Q3 | $33K | Hold |
1,234
| – | – | 0.03% | 316 |
|
|
2014
Q2 | $38K | Buy |
1,234
+34
| +3% | +$1.05K | 0.03% | 273 |
|
|
2014
Q1 | $38K | Buy |
+1,200
| New | +$38K | 0.04% | 192 |
|