RWA
Ropes Wealth Advisors’s Bright Horizons BFAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,160
| Closed | -$201K | – | 299 |
|
|
2020
Q4 | $201K | Buy |
1,160
+15
| +1% | +$2.6K | 0.03% | 232 |
|
|
2020
Q3 | $174K | Buy |
1,145
+120
| +12% | +$18.2K | 0.03% | 215 |
|
|
2020
Q2 | $120K | Hold |
1,025
| – | – | 0.02% | 239 |
|
|
2020
Q1 | $105K | Hold |
1,025
| – | – | 0.03% | 222 |
|
|
2019
Q4 | $154K | Hold |
1,025
| – | – | 0.03% | 231 |
|
|
2019
Q3 | $156K | Hold |
1,025
| – | – | 0.03% | 240 |
|
|
2019
Q2 | $155K | Hold |
1,025
| – | – | 0.03% | 245 |
|
|
2019
Q1 | $130K | Hold |
1,025
| – | – | 0.03% | 255 |
|
|
2018
Q4 | $114K | Hold |
1,025
| – | – | 0.03% | 250 |
|
|
2018
Q3 | $121K | Hold |
1,025
| – | – | 0.03% | 261 |
|
|
2018
Q2 | $105K | Hold |
1,025
| – | – | 0.03% | 282 |
|
|
2018
Q1 | $102K | Hold |
1,025
| – | – | 0.03% | 268 |
|
|
2017
Q4 | $96K | Hold |
1,025
| – | – | 0.03% | 277 |
|
|
2017
Q3 | $88K | Buy |
1,025
+300
| +41% | +$25.8K | 0.02% | 276 |
|
|
2017
Q2 | $56K | Hold |
725
| – | – | 0.02% | 315 |
|
|
2017
Q1 | $53K | Buy |
+725
| New | +$53K | 0.02% | 323 |
|