SWA
SOA Wealth Advisors’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9K | Buy |
+28
| New | +$15.9K | ﹤0.01% | 542 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$561 | – | 905 |
|
|
2024
Q1 | $561 | Hold |
1
| – | – | ﹤0.01% | 798 |
|
|
2023
Q4 | $545 | Hold |
1
| – | – | ﹤0.01% | 798 |
|
|
2023
Q3 | $484 | Hold |
1
| – | – | ﹤0.01% | 824 |
|
|
2023
Q2 | $481 | Hold |
1
| – | – | ﹤0.01% | 836 |
|
|
2023
Q1 | $441 | Hold |
1
| – | – | ﹤0.01% | 853 |
|
|
2022
Q4 | $432 | Hold |
1
| – | – | ﹤0.01% | 854 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 970 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1002 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 995 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 969 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 979 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 958 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 912 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 876 |
|