SWA
Sutton Wealth Advisors’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $16.5K | Buy |
34
+6
| +21% | +$2.91K | 0.01% | 383 |
|
|
2023
Q2 | $13.5K | Hold |
28
| – | – | 0.01% | 413 |
|
|
2023
Q1 | $12.3K | Sell |
28
-47
| -63% | -$20.7K | 0.01% | 384 |
|
|
2022
Q4 | $32.4K | Sell |
75
-12
| -14% | -$5.19K | 0.01% | 521 |
|
|
2022
Q3 | $31.3K | Buy |
87
+18
| +26% | +$6.47K | 0.01% | 512 |
|
|
2022
Q2 | $27.2K | Sell |
69
-2
| -3% | -$789 | 0.01% | 564 |
|
|
2022
Q1 | $33.5K | Buy |
71
+3
| +4% | +$1.42K | 0.01% | 534 |
|
|
2021
Q4 | $33.4K | Buy |
68
+1
| +1% | +$492 | 0.01% | 540 |
|
|
2021
Q3 | $29.9K | Hold |
67
| – | – | 0.01% | 563 |
|
|
2021
Q2 | $31.5K | Hold |
67
| – | – | 0.01% | 554 |
|
|
2021
Q1 | $27K | Hold |
67
| – | – | 0.01% | 586 |
|
|
2020
Q4 | $28.9K | Buy |
67
+4
| +6% | +$1.72K | 0.01% | 507 |
|
|
2020
Q3 | $24.9K | Hold |
63
| – | – | 0.01% | 482 |
|
|
2020
Q2 | $24.5K | Hold |
63
| – | – | 0.01% | 479 |
|
|
2020
Q1 | $19.6K | Buy |
63
+3
| +5% | +$935 | 0.01% | 481 |
|
|
2019
Q4 | $21.3K | Hold |
60
| – | – | 0.01% | 583 |
|
|
2019
Q3 | $21.4K | Hold |
60
| – | – | 0.01% | 564 |
|
|
2019
Q2 | $22K | Buy |
60
+3
| +5% | +$1.1K | 0.01% | 541 |
|
|
2019
Q1 | $19.5K | Hold |
57
| – | – | 0.01% | 578 |
|
|
2018
Q4 | $15.2K | Hold |
57
| – | – | 0.01% | 616 |
|
|
2018
Q3 | $16.9K | Sell |
57
-42
| -42% | -$12.4K | 0.01% | 652 |
|
|
2018
Q2 | $27.3K | Sell |
99
-48
| -33% | -$13.2K | 0.02% | 470 |
|
|
2018
Q1 | $41.3K | Buy |
147
+102
| +227% | +$28.6K | 0.03% | 323 |
|
|
2017
Q4 | $11.7K | Hold |
45
| – | – | 0.01% | 731 |
|
|
2017
Q3 | $11K | Hold |
45
| – | – | 0.01% | 746 |
|
|
2017
Q2 | $10.4K | Hold |
45
| – | – | 0.01% | 740 |
|
|
2017
Q1 | $9.29K | Hold |
45
| – | – | 0.01% | 729 |
|
|
2016
Q4 | $8.24K | Buy |
45
+41
| +1,025% | +$7.51K | 0.01% | 741 |
|
|
2016
Q3 | $730 | Hold |
4
| – | – | ﹤0.01% | 979 |
|
|
2016
Q2 | $682 | Hold |
4
| – | – | ﹤0.01% | 949 |
|
|
2016
Q1 | $731 | Buy |
+4
| New | +$731 | ﹤0.01% | 934 |
|