Ropes Wealth Advisors’s Designer Brands DBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-500
| Closed | -$3K | – | 618 |
|
|
2020
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 508 |
|
|
2020
Q1 | $2K | Hold |
500
| – | – | ﹤0.01% | 492 |
|
|
2019
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 478 |
|
|
2019
Q3 | $9K | Hold |
500
| – | – | ﹤0.01% | 484 |
|
|
2019
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 480 |
|
|
2019
Q1 | $11K | Hold |
500
| – | – | ﹤0.01% | 443 |
|
|
2018
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 413 |
|
|
2018
Q3 | $17K | Hold |
500
| – | – | ﹤0.01% | 415 |
|
|
2018
Q2 | $13K | Hold |
500
| – | – | ﹤0.01% | 452 |
|
|
2018
Q1 | $11K | Hold |
500
| – | – | ﹤0.01% | 451 |
|
|
2017
Q4 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 519 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$18K | – | 707 |
|
|
2017
Q2 | $18K | Hold |
1,000
| – | – | 0.01% | 404 |
|
|
2017
Q1 | $21K | Hold |
1,000
| – | – | 0.01% | 394 |
|
|
2016
Q4 | $23K | Buy |
+1,000
| New | +$23K | 0.01% | 387 |
|
|
2016
Q2 | – | Sell |
-1,000
| Closed | -$28K | – | 484 |
|
|
2016
Q1 | $28K | Hold |
1,000
| – | – | 0.01% | 259 |
|
|
2015
Q4 | $24K | Hold |
1,000
| – | – | 0.01% | 288 |
|
|
2015
Q3 | $35K | Buy |
+1,000
| New | +$35K | 0.02% | 285 |
|