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Ropes Wealth Advisors’s Pathward Financial CASH Stock Holding History

Ropes Wealth Advisors’s Portfolio CASH Stock Details CASH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-70
Closed -$6K – 704
2017
Q2 		$6K Hold
70
– – ﹤0.01% 474
2017
Q1 		$6K Hold
70
– – ﹤0.01% 467
2016
Q4 		$7K Buy
+70
New +$7K ﹤0.01% 456