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Ropes Wealth Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Ropes Wealth Advisors’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,544
Closed -$96K – 256
2020
Q4 		$96K Buy
+5,544
New +$96K 0.01% 321