J.W. Cole Advisors’s Roper Technologies ROP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Buy |
637
+26
| +4% | +$14.7K | 0.01% | 1050 |
|
|
2025
Q1 | $360K | Buy |
+611
| New | +$360K | 0.01% | 880 |
|
|
2024
Q4 | – | Sell |
-361
| Closed | -$201K | – | 990 |
|
|
2024
Q3 | $201K | Sell |
361
-11
| -3% | -$6.12K | 0.01% | 905 |
|
|
2024
Q2 | $210K | Sell |
372
-90
| -19% | -$50.7K | 0.01% | 843 |
|
|
2024
Q1 | $260K | Buy |
462
+64
| +16% | +$36K | 0.01% | 745 |
|
|
2023
Q4 | $217K | Buy |
+398
| New | +$217K | 0.01% | 739 |
|