CWP
Concord Wealth Partners’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7
| Closed | -$3.64K | – | 941 |
|
|
2024
Q4 | $3.64K | Hold |
7
| – | – | ﹤0.01% | 648 |
|
|
2024
Q3 | $3.9K | Buy |
+7
| New | +$3.9K | ﹤0.01% | 668 |
|
|
2024
Q1 | – | Sell |
-206
| Closed | -$112K | – | 898 |
|
|
2023
Q4 | $112K | Buy |
206
+4
| +2% | +$2.18K | 0.02% | 267 |
|
|
2023
Q3 | $97.8K | Buy |
202
+150
| +288% | +$72.6K | 0.02% | 286 |
|
|
2023
Q2 | $25K | Sell |
52
-23
| -31% | -$11.1K | 0.01% | 471 |
|
|
2023
Q1 | $33.1K | Sell |
75
-24
| -24% | -$10.6K | 0.01% | 410 |
|
|
2022
Q4 | $42.8K | Buy |
+99
| New | +$42.8K | 0.01% | 398 |
|
|
2022
Q3 | – | Sell |
-109
| Closed | -$43K | – | 926 |
|
|
2022
Q2 | $43K | Sell |
109
-71
| -39% | -$28K | 0.01% | 400 |
|
|
2022
Q1 | $85K | Hold |
180
| – | – | 0.02% | 324 |
|
|
2021
Q4 | $89K | Buy |
180
+122
| +210% | +$60.3K | 0.02% | 330 |
|
|
2021
Q3 | $26K | Sell |
58
-35
| -38% | -$15.7K | 0.01% | 336 |
|
|
2021
Q2 | $44K | Sell |
93
-15
| -14% | -$7.1K | 0.01% | 375 |
|
|
2021
Q1 | $44K | Buy |
108
+102
| +1,700% | +$41.6K | 0.01% | 359 |
|
|
2020
Q4 | $3K | Buy |
+6
| New | +$3K | ﹤0.01% | 490 |
|