Ropes Wealth Advisors’s WW International WW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-830
| Closed | -$16K | – | 934 |
|
|
2020
Q3 | $16K | Hold |
830
| – | – | ﹤0.01% | 477 |
|
|
2020
Q2 | $21K | Hold |
830
| – | – | ﹤0.01% | 393 |
|
|
2020
Q1 | $14K | Sell |
830
-926
| -53% | -$15.6K | ﹤0.01% | 395 |
|
|
2019
Q4 | $67K | Buy |
1,756
+830
| +90% | +$31.7K | 0.01% | 312 |
|
|
2019
Q3 | $35K | Buy |
+926
| New | +$35K | 0.01% | 368 |
|
|
2018
Q1 | – | Sell |
-298
| Closed | -$13K | – | 757 |
|
|
2017
Q4 | $13K | Hold |
298
| – | – | ﹤0.01% | 505 |
|
|
2017
Q3 | $13K | Buy |
+298
| New | +$13K | ﹤0.01% | 482 |
|