RWA
CIO

Ropes Wealth Advisors’s City Office REIT CIO Stock Holding History

Ropes Wealth Advisors’s Portfolio CIO Stock Details CIO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-32,300
Closed -$418K – 262
2022
Q2 		$418K Hold
32,300
– – 0.09% 185
2022
Q1 		$570K Buy
+32,300
New +$570K 0.1% 183