LWM
LBA Wealth Management’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1M | Buy |
4,850
+500
| +11% | +$103K | 0.53% | 32 |
|
|
2016
Q4 | $796K | Buy |
4,350
+100
| +2% | +$18.3K | 0.44% | 41 |
|
|
2016
Q3 | $775K | Buy |
4,250
+25
| +0.6% | +$4.56K | 0.44% | 40 |
|
|
2016
Q2 | $721K | Buy |
4,225
+70
| +2% | +$11.9K | 0.4% | 45 |
|
|
2016
Q1 | $759K | Buy |
4,155
+60
| +1% | +$11K | 0.44% | 42 |
|
|
2015
Q4 | $777K | Buy |
4,095
+305
| +8% | +$57.9K | 0.45% | 39 |
|
|
2015
Q3 | $594K | Buy |
3,790
+165
| +5% | +$25.9K | 0.37% | 44 |
|
|
2015
Q2 | $625K | Buy |
3,625
+305
| +9% | +$52.6K | 0.39% | 46 |
|
|
2015
Q1 | $571K | Buy |
3,320
+1,245
| +60% | +$214K | 0.36% | 51 |
|
|
2014
Q4 | $324K | Buy |
2,075
+935
| +82% | +$146K | 0.21% | 67 |
|
|
2014
Q3 | $167K | Sell |
1,140
-75
| -6% | -$11K | 0.12% | 95 |
|
|
2014
Q2 | $177K | Buy |
1,215
+40
| +3% | +$5.83K | 0.14% | 89 |
|
|
2014
Q1 | $157K | Buy |
1,175
+475
| +68% | +$63.5K | 0.13% | 97 |
|
|
2013
Q4 | $97K | Buy |
+700
| New | +$97K | 0.08% | 131 |
|