RWA
SPLS
Ropes Wealth Advisors’s Staples Inc SPLS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-112,241
| Closed | -$1.13M | – | 737 |
|
2017
Q2 | $1.13M | Buy |
112,241
+28,246
| +34% | +$284K | 0.32% | 69 |
|
2017
Q1 | $737K | Buy |
83,995
+8,388
| +11% | +$73.6K | 0.21% | 102 |
|
2016
Q4 | $684K | Hold |
75,607
| – | – | 0.21% | 94 |
|
2016
Q3 | $646K | Buy |
75,607
+7,029
| +10% | +$60.1K | 0.22% | 90 |
|
2016
Q2 | $591K | Buy |
68,578
+16,058
| +31% | +$138K | 0.21% | 98 |
|
2016
Q1 | $579K | Buy |
52,520
+2,810
| +6% | +$31K | 0.26% | 74 |
|
2015
Q4 | $471K | Hold |
49,710
| – | – | 0.21% | 80 |
|
2015
Q3 | $583K | Buy |
49,710
+1,438
| +3% | +$16.9K | 0.31% | 59 |
|
2015
Q2 | $739K | Buy |
48,272
+11,610
| +32% | +$178K | 0.4% | 54 |
|
2015
Q1 | $597K | Buy |
+36,662
| New | +$597K | 0.31% | 65 |
|