Plante Moran Financial Advisors’s NuCana NCNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4
| Closed | -$22K | – | 940 |
|
|
2022
Q3 | $22K | Buy |
4
+3
| +300% | +$16.5K | ﹤0.01% | 445 |
|
|
2022
Q2 | $4K | Hold |
1
| – | – | ﹤0.01% | 738 |
|
|
2022
Q1 | $6K | Hold |
1
| – | – | ﹤0.01% | 660 |
|
|
2021
Q4 | $14K | Hold |
1
| – | – | ﹤0.01% | 626 |
|
|
2021
Q3 | $15K | Hold |
1
| – | – | ﹤0.01% | 622 |
|
|
2021
Q2 | $17K | Hold |
1
| – | – | ﹤0.01% | 588 |
|
|
2021
Q1 | $30K | Hold |
1
| – | – | 0.01% | 461 |
|
|
2020
Q4 | $27K | Buy |
+1
| New | +$27K | 0.01% | 462 |
|