Ropes Wealth Advisors’s Shire pic SHPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-118
| Closed | -$21K | – | 551 |
|
|
2018
Q4 | $21K | Sell |
118
-296
| -71% | -$52.7K | 0.01% | 376 |
|
|
2018
Q3 | $75K | Buy |
414
+296
| +251% | +$53.6K | 0.02% | 300 |
|
|
2018
Q2 | $20K | Sell |
118
-502
| -81% | -$85.1K | 0.01% | 416 |
|
|
2018
Q1 | $93K | Hold |
620
| – | – | 0.03% | 275 |
|
|
2017
Q4 | $96K | Hold |
620
| – | – | 0.03% | 281 |
|
|
2017
Q3 | $95K | Hold |
620
| – | – | 0.03% | 273 |
|
|
2017
Q2 | $102K | Hold |
620
| – | – | 0.03% | 267 |
|
|
2017
Q1 | $108K | Sell |
620
-88
| -12% | -$15.3K | 0.03% | 261 |
|
|
2016
Q4 | $121K | Hold |
708
| – | – | 0.04% | 241 |
|
|
2016
Q3 | $137K | Buy |
708
+88
| +14% | +$17K | 0.05% | 222 |
|
|
2016
Q2 | $114K | Buy |
+620
| New | +$114K | 0.04% | 223 |
|