Dow shares owned by Ropes Wealth Advisors
Historical chart of Ropes Wealth Advisors investment in Dow
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All positions including Dow held by Ropes Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by Ropes Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $240k | 4.7k | 51.55 |
2023-06-30 | $460k | 8.6k | 53.26 |
2023-03-31 | $423k | 7.7k | 54.82 |
2022-12-31 | $335k | 6.7k | 50.39 |
2022-09-30 | $279k | 6.3k | 43.94 |
2022-06-30 | $332k | 6.4k | 51.67 |
2022-03-31 | $439k | 6.9k | 63.75 |
2021-12-31 | $396k | 7.0k | 56.78 |
2021-09-30 | $584k | 10k | 57.58 |
2021-06-30 | $570k | 9.0k | 63.31 |
2021-03-31 | $676k | 9.9k | 68.53 |
2020-12-31 | $508k | 9.2k | 55.49 |
2020-09-30 | $567k | 12k | 47.03 |
2020-06-30 | $505k | 12k | 40.73 |
2020-03-31 | $358k | 12k | 29.21 |
2019-12-31 | $800k | 15k | 54.73 |
2019-09-30 | $933k | 20k | 47.66 |
2019-06-30 | $956k | 19k | 49.32 |