Plante Moran Financial Advisors’s PRECISION CASTPARTS CORP PCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-158
| Closed | -$37K | – | 1149 |
|
|
2015
Q4 | $37K | Hold |
158
| – | – | 0.03% | 350 |
|
|
2015
Q3 | $36K | Sell |
158
-65
| -29% | -$14.8K | 0.03% | 311 |
|
|
2015
Q2 | $45K | Sell |
223
-2
| -0.9% | -$404 | 0.03% | 317 |
|
|
2015
Q1 | $47K | Sell |
225
-265
| -54% | -$55.4K | 0.03% | 295 |
|
|
2014
Q4 | $118K | Buy |
490
+229
| +88% | +$55.1K | 0.09% | 168 |
|
|
2014
Q3 | $62K | Sell |
261
-66
| -20% | -$15.7K | 0.05% | 225 |
|
|
2014
Q2 | $83K | Buy |
+327
| New | +$83K | 0.07% | 167 |
|
|
2014
Q1 | – | Sell |
-7
| Closed | -$2K | – | 745 |
|
|
2013
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 644 |
|
|
2013
Q3 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 583 |
|