RWA
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Ropes Wealth Advisors’s Donaldson DCI Stock Holding History

Ropes Wealth Advisors’s Portfolio DCI Stock Details DCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-22
Closed -$1K – 626
2017
Q4 		$1K Buy
+22
New +$1K ﹤0.01% 756