PMFA
PPLI

Plante Moran Financial Advisors’s People Inc PPLI Stock Holding History

Plante Moran Financial Advisors’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-50
Closed -$5K – 1052
2021
Q3 		$5K Buy
+50
New +$5.51K ﹤0.01% 784
2020
Q4 		– Sell
-1,145
Closed -$75K – 948
2020
Q3 		$75K Buy
+1,145
New +$78.5K 0.03% 261
2018
Q2 		– Sell
-229
Closed -$6K – 895
2018
Q1 		$6K Buy
+229
New +$6.03K ﹤0.01% 690
2015
Q3 		– Sell
-28
Closed – – 728
2015
Q2 		$0 Hold
28
– – ﹤0.01% 731
2015
Q1 		$0 Hold
28
– – ﹤0.01% 755
2014
Q4 		$0 Hold
28
– – ﹤0.01% 824
2014
Q3 		$0 Hold
28
– – ﹤0.01% 820
2014
Q2 		$0 Buy
+28
New +$335 ﹤0.01% 840

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DSA
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SAM
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