Ropes Wealth Advisors’s BlackBerry BB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-100
| Closed | -$1K | – | 531 |
|
|
2019
Q4 | $1K | Sell |
100
-25
| -20% | -$250 | ﹤0.01% | 522 |
|
|
2019
Q3 | $1K | Hold |
125
| – | – | ﹤0.01% | 534 |
|
|
2019
Q2 | $1K | Sell |
125
-5,000
| -98% | -$40K | ﹤0.01% | 549 |
|
|
2019
Q1 | $52K | Buy |
5,125
+4,875
| +1,950% | +$49.5K | 0.01% | 324 |
|
|
2018
Q4 | $2K | Sell |
250
-250
| -50% | -$2K | ﹤0.01% | 484 |
|
|
2018
Q3 | $6K | Hold |
500
| – | – | ﹤0.01% | 481 |
|
|
2018
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 497 |
|
|
2018
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 478 |
|
|
2017
Q4 | $6K | Hold |
500
| – | – | ﹤0.01% | 585 |
|
|
2017
Q3 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 563 |
|