Independent Solutions Wealth Management’s Roper Technologies ROP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-617
| Closed | -$243K | – | 223 |
|
|
2022
Q2 | $243K | Buy |
617
+64
| +12% | +$25.3K | 0.08% | 184 |
|
|
2022
Q1 | $261K | Sell |
553
-35
| -6% | -$16.5K | 0.06% | 189 |
|
|
2021
Q4 | $289K | Sell |
588
-7
| -1% | -$3.44K | 0.07% | 182 |
|
|
2021
Q3 | $265K | Sell |
595
-2
| -0.3% | -$892 | 0.07% | 190 |
|
|
2021
Q2 | $281K | Sell |
597
-53
| -8% | -$24.9K | 0.07% | 180 |
|
|
2021
Q1 | $262K | Buy |
650
+26
| +4% | +$10.5K | 0.07% | 164 |
|
|
2020
Q4 | $269K | Buy |
624
+63
| +11% | +$27.2K | 0.08% | 156 |
|
|
2020
Q3 | $222K | Hold |
561
| – | – | 0.08% | 155 |
|
|
2020
Q2 | $218K | Buy |
+561
| New | +$218K | 0.09% | 143 |
|