Kingswood Wealth Advisors’s Roper Technologies ROP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,780
| Closed | -$990K | – | 883 |
|
|
2024
Q3 | $990K | Buy |
1,780
+11
| +0.6% | +$6.12K | 0.07% | 294 |
|
|
2024
Q2 | $997K | Sell |
1,769
-403
| -19% | -$227K | 0.09% | 231 |
|
|
2024
Q1 | $1.22M | Sell |
2,172
-462
| -18% | -$259K | 0.14% | 172 |
|
|
2023
Q4 | $1.44M | Sell |
2,634
-1,004
| -28% | -$547K | 0.16% | 144 |
|
|
2023
Q3 | $1.81M | Buy |
+3,638
| New | +$1.81M | 0.31% | 82 |
|