Ropes Wealth Advisors LLC Ishares S&P Smallcap 600 Value Transaction History

Ropes Wealth Advisors LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 06, 2023	BUY	$84.57 - $97.98 $346,229 - $401,130	4,094 New	4,094 $373,000
Q4 2020 Feb 05, 2021	SELL	$62.11 - $81.5 $186 - $244	-3 Closed	0 $0
Q3 2020 Oct 16, 2020	BUY	$57.0 - $67.07 $171 - $201	3 New	3 $0
Q1 2020 Apr 24, 2020	SELL	$44.17 - $81.02 $37,544 - $68,867	-850 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$74.24 - $77.45 $63,103 - $65,832	850 New	850 $128,000
Q2 2019 Jul 31, 2019	SELL	N/A	-62 Closed	0 $0
Q4 2018 Feb 08, 2019	SELL	N/A	-3 Reduced 4.62%	62 $8,000
Q3 2018 Oct 30, 2018	SELL	N/A	-888 Reduced 93.18%	65 $11,000
Q2 2018 Aug 13, 2018	BUY	N/A	888 Added 1366.15%	953 $156,000
Q1 2018 Apr 30, 2018	BUY	N/A	65 New	65 $10,000

850

40.9M

20K

11.6K

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