Ropes Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-594
| Closed | -$11K | – | 913 |
|
2020
Q3 | $11K | Hold |
594
| – | – | ﹤0.01% | 510 |
|
2020
Q2 | $11K | Sell |
594
-57
| -9% | -$1.06K | ﹤0.01% | 442 |
|
2020
Q1 | $10K | Buy |
651
+57
| +10% | +$876 | ﹤0.01% | 422 |
|
2019
Q4 | $12K | Hold |
594
| – | – | ﹤0.01% | 457 |
|
2019
Q3 | $10K | Hold |
594
| – | – | ﹤0.01% | 479 |
|
2019
Q2 | $11K | Hold |
594
| – | – | ﹤0.01% | 478 |
|
2019
Q1 | $12K | Buy |
+594
| New | +$12K | ﹤0.01% | 440 |
|