PPWM
PFG Private Wealth Management’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-495
| Closed | -$238K | – | 320 |
|
|
2023
Q2 | $238K | Hold |
495
| – | – | 0.14% | 39 |
|
|
2023
Q1 | $218K | Sell |
495
-2
| -0.4% | -$881 | 0.14% | 44 |
|
|
2022
Q4 | $215K | Sell |
497
-3
| -0.6% | -$1.3K | 0.13% | 52 |
|
|
2022
Q3 | $180K | Buy |
+500
| New | +$180K | 0.12% | 55 |
|