Plante Moran Financial Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-255
| Closed | -$18K | – | 945 |
|
|
2021
Q4 | $18K | Buy |
+255
| New | +$18K | ﹤0.01% | 588 |
|
|
2021
Q2 | – | Sell |
-765
| Closed | -$38K | – | 1047 |
|
|
2021
Q1 | $38K | Hold |
765
| – | – | 0.01% | 416 |
|
|
2020
Q4 | $34K | Hold |
765
| – | – | 0.01% | 421 |
|
|
2020
Q3 | $31K | Buy |
+765
| New | +$31K | 0.01% | 403 |
|
|
2019
Q3 | – | Sell |
-1,341
| Closed | -$43K | – | 890 |
|
|
2019
Q2 | $43K | Hold |
1,341
| – | – | 0.01% | 365 |
|
|
2019
Q1 | $39K | Buy |
+1,341
| New | +$39K | 0.01% | 380 |
|
|
2017
Q1 | – | Sell |
-642
| Closed | -$14K | – | 971 |
|
|
2016
Q4 | $14K | Buy |
+642
| New | +$14K | 0.01% | 533 |
|
|
2016
Q3 | – | Sell |
-120
| Closed | -$3K | – | 967 |
|
|
2016
Q2 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 728 |
|