Plante Moran Financial Advisors’s NetApp NTAP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-54
| Closed | -$5K | – | 948 |
|
2021
Q4 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 821 |
|
2018
Q2 | – | Sell |
-40
| Closed | -$2K | – | 922 |
|
2018
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 849 |
|
2016
Q3 | – | Sell |
-430
| Closed | -$11K | – | 969 |
|
2016
Q2 | $11K | Buy |
+430
| New | +$11K | 0.01% | 514 |
|
2015
Q2 | – | Sell |
-52
| Closed | -$2K | – | 739 |
|
2015
Q1 | $2K | Sell |
52
-47
| -47% | -$1.81K | ﹤0.01% | 671 |
|
2014
Q4 | $4K | Buy |
99
+58
| +141% | +$2.34K | ﹤0.01% | 692 |
|
2014
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 746 |
|
2014
Q2 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 800 |
|
2014
Q1 | – | Sell |
-1,173
| Closed | -$48K | – | 669 |
|
2013
Q4 | $48K | Buy |
+1,173
| New | +$48K | 0.03% | 249 |
|