Plante Moran Financial Advisors’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-137
Closed -$2K 1045
2016
Q4
$2K Buy
137
+42
+44% +$613 ﹤0.01% 878
2016
Q3
$2K Buy
+95
New +$2K ﹤0.01% 863