Plante Moran Financial Advisors’s PIEDMONT NATURAL GAS CO INC(NC PNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,068
| Closed | -$64K | – | 1092 |
|
|
2016
Q3 | $64K | Hold |
1,068
| – | – | 0.04% | 273 |
|
|
2016
Q2 | $64K | Hold |
1,068
| – | – | 0.05% | 250 |
|
|
2016
Q1 | $64K | Buy |
1,068
+6
| +0.6% | +$360 | 0.05% | 231 |
|
|
2015
Q4 | $61K | Hold |
1,062
| – | – | 0.05% | 249 |
|
|
2015
Q3 | $43K | Hold |
1,062
| – | – | 0.03% | 281 |
|
|
2015
Q2 | $37K | Hold |
1,062
| – | – | 0.03% | 341 |
|
|
2015
Q1 | $39K | Hold |
1,062
| – | – | 0.03% | 320 |
|
|
2014
Q4 | $42K | Buy |
+1,062
| New | +$42K | 0.03% | 309 |
|