Ropes Wealth Advisors LLC Ishares Tr Transaction History

Ropes Wealth Advisors LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 04, 2022	SELL	$64.57 - $75.32 $175,630 - $204,870	-2,720 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$65.59 - $76.08 $178,404 - $206,937	2,720 New	2,720 $207,000
Q1 2021 May 12, 2021	SELL	$51.49 - $58.47 $140,052 - $159,038	-2,720 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$49.12 - $55.49 $66,803 - $75,466	1,360 Added 100.0%	2,720 $147,000
Q1 2019 Apr 15, 2019	SELL	$46.65 - $55.74 $16,094 - $19,230	-345 Reduced 20.23%	1,360 $151,000
Q4 2018 Feb 08, 2019	SELL	$46.0 - $53.03 $60,720 - $69,999	-1,320 Reduced 43.64%	1,705 $163,000
Q3 2017 Nov 09, 2017	BUY	$49.89 - $50.38 $150,917 - $152,399	3,025	3,025 $304,000

382

22M

31.4K

3.9K

Get notified when there are updates to the investment portfolio of Ropes Wealth Advisors LLC, based on Form 13F filings with the SEC.

Stay updated on Ropes Wealth Advisors LLC with notifications on news.