CWM
Confluence Wealth Management’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.02M | Buy |
2,850
+5
| +0.2% | +$1.78K | 0.5% | 50 |
|
|
2020
Q2 | $1.11M | Buy |
2,845
+73
| +3% | +$28.4K | 0.52% | 48 |
|
|
2020
Q1 | $864K | Sell |
2,772
-127
| -4% | -$39.6K | 0.48% | 50 |
|
|
2019
Q4 | $1.03M | Buy |
2,899
+49
| +2% | +$17.4K | 0.48% | 48 |
|
|
2019
Q3 | $1.02M | Buy |
2,850
+102
| +4% | +$36.4K | 0.5% | 50 |
|
|
2019
Q2 | $1.01M | Buy |
2,748
+88
| +3% | +$32.2K | 0.49% | 48 |
|
|
2019
Q1 | $910K | Buy |
2,660
+588
| +28% | +$201K | 0.45% | 56 |
|
|
2018
Q4 | $552K | Buy |
+2,072
| New | +$552K | 0.31% | 75 |
|