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Ropes Wealth Advisors’s Spire SR Stock Holding History

Ropes Wealth Advisors’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-204
Closed -$15K – 727
2017
Q4 		$15K Hold
204
– – ﹤0.01% 485
2017
Q3 		$15K Buy
+204
New +$15K ﹤0.01% 462