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Ropes Wealth Advisors’s Carriage Services CSV Stock Holding History

Ropes Wealth Advisors’s Portfolio CSV Stock Details CSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-119
Closed -$3K – 623
2017
Q4 		$3K Hold
119
– – ﹤0.01% 679
2017
Q3 		$3K Buy
+119
New +$3K ﹤0.01% 643