RWA
Ropes Wealth Advisors’s Comerica CMA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-41
| Closed | -$2K | – | 346 |
|
2020
Q4 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 634 |
|
2020
Q3 | – | Sell |
-45
| Closed | -$2K | – | 614 |
|
2020
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 527 |
|
2016
Q1 | – | Sell |
-1,892
| Closed | -$79K | – | 467 |
|
2015
Q4 | $79K | Buy |
+1,892
| New | +$79K | 0.03% | 214 |
|