RWA
Ropes Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $758K | Sell |
3,739
-120
| -3% | -$24.3K | 0.15% | 123 |
|
|
2023
Q2 | $815K | Buy |
3,859
+143
| +4% | +$30.2K | 0.14% | 131 |
|
|
2023
Q1 | $742K | Buy |
3,716
+27
| +0.7% | +$5.39K | 0.13% | 140 |
|
|
2022
Q4 | $489K | Buy |
3,689
+254
| +7% | +$33.7K | 0.09% | 171 |
|
|
2022
Q3 | $494K | Buy |
3,435
+20
| +0.6% | +$2.88K | 0.1% | 154 |
|
|
2022
Q2 | $564K | Buy |
3,415
+71
| +2% | +$11.7K | 0.12% | 154 |
|
|
2022
Q1 | $710K | Sell |
3,344
-21
| -0.6% | -$4.46K | 0.12% | 157 |
|
|
2021
Q4 | $855K | Sell |
3,365
-34
| -1% | -$8.64K | 0.15% | 120 |
|
|
2021
Q3 | $922K | Buy |
3,399
+63
| +2% | +$17.1K | 0.15% | 120 |
|
|
2021
Q2 | $815K | Buy |
3,336
+248
| +8% | +$60.6K | 0.13% | 135 |
|
|
2021
Q1 | $666K | Buy |
3,088
+67
| +2% | +$14.5K | 0.12% | 141 |
|
|
2020
Q4 | $672K | Buy |
3,021
+31
| +1% | +$6.9K | 0.1% | 130 |
|
|
2020
Q3 | $751K | Sell |
2,990
-47
| -2% | -$11.8K | 0.15% | 112 |
|
|
2020
Q2 | $569K | Buy |
3,037
+52
| +2% | +$9.74K | 0.12% | 123 |
|
|
2020
Q1 | $430K | Buy |
2,985
+68
| +2% | +$9.8K | 0.11% | 130 |
|
|
2019
Q4 | $474K | Buy |
2,917
+35
| +1% | +$5.69K | 0.1% | 145 |
|
|
2019
Q3 | $428K | Buy |
2,882
+115
| +4% | +$17.1K | 0.09% | 147 |
|
|
2019
Q2 | $420K | Buy |
2,767
+18
| +0.7% | +$2.73K | 0.09% | 154 |
|
|
2019
Q1 | $435K | Hold |
2,749
| – | – | 0.12% | 153 |
|
|
2018
Q4 | $377K | Sell |
2,749
-413
| -13% | -$56.6K | 0.11% | 154 |
|
|
2018
Q3 | $503K | Hold |
3,162
| – | – | 0.12% | 145 |
|
|
2018
Q2 | $431K | Hold |
3,162
| – | – | 0.12% | 148 |
|
|
2018
Q1 | $368K | Hold |
3,162
| – | – | 0.1% | 167 |
|
|
2017
Q4 | $323K | Sell |
3,162
-800
| -20% | -$81.7K | 0.08% | 177 |
|
|
2017
Q3 | $370K | Buy |
3,962
+265
| +7% | +$24.7K | 0.1% | 165 |
|
|
2017
Q2 | $320K | Buy |
3,697
+169
| +5% | +$14.6K | 0.09% | 179 |
|
|
2017
Q1 | $291K | Buy |
3,528
+1,401
| +66% | +$116K | 0.08% | 188 |
|
|
2016
Q4 | $146K | Buy |
2,127
+331
| +18% | +$22.7K | 0.05% | 229 |
|
|
2016
Q3 | $128K | Hold |
1,796
| – | – | 0.04% | 225 |
|
|
2016
Q2 | $143K | Buy |
1,796
+1,009
| +128% | +$80.3K | 0.05% | 205 |
|
|
2016
Q1 | $58K | Buy |
787
+778
| +8,644% | +$57.3K | 0.03% | 207 |
|
|
2015
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 417 |
|