SWM
Sugarloaf Wealth Management’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.74M | Buy |
7,186
+868
| +14% | +$451K | 0.71% | 27 |
|
|
2024
Q3 | $3.52M | Buy |
6,318
+125
| +2% | +$69.6K | 0.67% | 29 |
|
|
2024
Q2 | $3.49M | Buy |
6,193
+77
| +1% | +$43.4K | 0.71% | 25 |
|
|
2024
Q1 | $3.43M | Buy |
6,116
+371
| +6% | +$208K | 0.71% | 27 |
|
|
2023
Q4 | $3.13M | Buy |
5,745
+130
| +2% | +$70.9K | 0.76% | 25 |
|
|
2023
Q3 | $2.72M | Sell |
5,615
-154
| -3% | -$74.6K | 0.69% | 27 |
|
|
2023
Q2 | $2.77M | Buy |
5,769
+186
| +3% | +$89.4K | 0.65% | 24 |
|
|
2023
Q1 | $2.46M | Buy |
5,583
+53
| +1% | +$23.4K | 0.6% | 27 |
|
|
2022
Q4 | $2.39M | Sell |
5,530
-45
| -0.8% | -$19.4K | 0.6% | 24 |
|
|
2022
Q3 | $2.01M | Buy |
5,575
+360
| +7% | +$130K | 0.51% | 32 |
|
|
2022
Q2 | $2.06M | Buy |
5,215
+351
| +7% | +$139K | 0.52% | 33 |
|
|
2022
Q1 | $2.32M | Buy |
4,864
+378
| +8% | +$180K | 0.55% | 29 |
|
|
2021
Q4 | $2.21M | Buy |
4,486
+327
| +8% | +$161K | 0.52% | 31 |
|
|
2021
Q3 | $1.86M | Buy |
4,159
+149
| +4% | +$66.5K | 0.49% | 32 |
|
|
2021
Q2 | $1.89M | Buy |
4,010
+263
| +7% | +$124K | 0.51% | 31 |
|
|
2021
Q1 | $1.51K | Buy |
3,747
+72
| +2% | +$29 | 0.45% | 32 |
|
|
2020
Q4 | $1.58M | Buy |
3,675
+138
| +4% | +$59.5K | 0.53% | 32 |
|
|
2020
Q3 | $1.4M | Sell |
3,537
-17
| -0.5% | -$6.74K | 0.51% | 28 |
|
|
2020
Q2 | $1.38M | Buy |
3,554
+2,526
| +246% | +$981K | 0.53% | 29 |
|
|
2020
Q1 | $3.3M | Buy |
1,028
+989
| +2,536% | +$3.17M | 1.48% | 13 |
|
|
2019
Q4 | $14K | Buy |
+39
| New | +$14K | 0.01% | 430 |
|