RWA
SOR

Ropes Wealth Advisors’s Source Capital SOR Stock Holding History

Ropes Wealth Advisors’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,457
Closed -$58K – 706
2020
Q4 		$58K Buy
+1,457
New +$58K 0.01% 362