Ropes Wealth Advisors’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $639K | Sell |
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|
2018
Q2 | $1.12M | Hold |
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|
2018
Q1 | $1.06M | Buy |
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|
2017
Q4 | $1.03M | Buy |
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|
2017
Q3 | $915K | Buy |
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|
2017
Q2 | $896K | Buy |
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|
2017
Q1 | $802K | Buy |
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|
2016
Q4 | $703K | Buy |
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|
2016
Q3 | $730K | Buy |
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|
2016
Q2 | $721K | Buy |
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|
2016
Q1 | $612K | Sell |
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|
2015
Q4 | $569K | Hold |
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|
2015
Q3 | $544K | Buy |
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|
2015
Q2 | $2K | Hold |
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|
2015
Q1 | $3K | Buy |
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