Plante Moran Financial Advisors’s Select Medical SEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-3,439
| Closed | -$22K | – | 1002 |
|
|
2015
Q4 | $22K | Hold |
3,439
| – | – | 0.02% | 433 |
|
|
2015
Q3 | $20K | Hold |
3,439
| – | – | 0.02% | 382 |
|
|
2015
Q2 | $30K | Hold |
3,439
| – | – | 0.02% | 369 |
|
|
2015
Q1 | $27K | Sell |
3,439
-1,689
| -33% | -$13.3K | 0.02% | 369 |
|
|
2014
Q4 | $40K | Hold |
5,128
| – | – | 0.03% | 314 |
|
|
2014
Q3 | $33K | Hold |
5,128
| – | – | 0.03% | 319 |
|
|
2014
Q2 | $43K | Buy |
+5,128
| New | +$43K | 0.04% | 256 |
|