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Plante Moran Financial Advisors’s Simulations Plus SLP Stock Holding History

Plante Moran Financial Advisors’s Portfolio SLP Stock Details SLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-500
Closed -$24K – 984
2021
Q4 		$24K Sell
500
-500
-50% -$23.6K ﹤0.01% 518
2021
Q3 		$40K Hold
1,000
– – 0.01% 422
2021
Q2 		$55K Buy
+1,000
New +$57.3K 0.01% 349
2019
Q1 		– Sell
-38
Closed -$1K – 920
2018
Q4 		$1K Buy
+38
New +$751 ﹤0.01% 832

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RIM
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RA
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WA
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