Plante Moran Financial Advisors, LLC Spdr S&P Regional Banking ETF Transaction History

Plante Moran Financial Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	BUY	$36.08 - $44.59 $5,231 - $6,465	145 New	145 $5,000
Q4 2022 Feb 09, 2023	BUY	$56.83 - $65.49 $511 - $589	9 New	9 $0
Q1 2022 May 06, 2022	SELL	$67.01 - $78.78 $34,778 - $40,886	-519 Closed	0 $0
Q1 2021 May 13, 2021	SELL	$51.71 - $71.1 $26,785 - $36,829	-518 Reduced 49.95%	519 $34,000
Q4 2020 Feb 09, 2021	BUY	$35.92 - $51.95 $15,804 - $22,858	440 Added 73.7%	1,037 $54,000
Q1 2020 May 07, 2020	BUY	$28.13 - $58.41 $5,822 - $12,090	207 Added 53.08%	597 $19,000
Q1 2019 May 13, 2019	BUY	N/A	215 Added 122.86%	390 $20,000
Q4 2018 Jan 29, 2019	SELL	N/A	-150 Reduced 46.15%	175 $8,000
Q3 2018 Nov 09, 2018	SELL	N/A	-500 Reduced 60.61%	325 $19,000
Q2 2018 Jul 26, 2018	SELL	N/A	-175 Reduced 17.5%	825 $50,000
Q3 2017 Nov 08, 2017	BUY	N/A	1,000	1,000 $57,000

592

71.3M

39.4M

82.6M

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.