Plante Moran Financial Advisors’s ONE Gas OGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-175
| Closed | -$13K | – | 1099 |
|
|
2020
Q4 | $13K | Hold |
175
| – | – | ﹤0.01% | 593 |
|
|
2020
Q3 | $12K | Hold |
175
| – | – | ﹤0.01% | 577 |
|
|
2020
Q2 | $13K | Hold |
175
| – | – | 0.01% | 493 |
|
|
2020
Q1 | $15K | Hold |
175
| – | – | 0.01% | 437 |
|
|
2019
Q4 | $16K | Hold |
175
| – | – | 0.01% | 494 |
|
|
2019
Q3 | $17K | Hold |
175
| – | – | 0.01% | 525 |
|
|
2019
Q2 | $16K | Hold |
175
| – | – | ﹤0.01% | 504 |
|
|
2019
Q1 | $16K | Buy |
175
+169
| +2,817% | +$15.5K | 0.01% | 504 |
|
|
2018
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 941 |
|
|
2016
Q2 | – | Sell |
-10
| Closed | -$1K | – | 926 |
|
|
2016
Q1 | $1K | Sell |
10
-80
| -89% | -$8K | ﹤0.01% | 808 |
|
|
2015
Q4 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 730 |
|