TW
Transform Wealth’s Roper Technologies ROP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-945
| Closed | -$515K | – | 247 |
|
2023
Q4 | $515K | Buy |
945
+32
| +4% | +$17.4K | 0.05% | 165 |
|
2023
Q3 | $442K | Buy |
913
+1
| +0.1% | +$484 | 0.05% | 171 |
|
2023
Q2 | $438K | Sell |
912
-5
| -0.5% | -$2.4K | 0.04% | 185 |
|
2023
Q1 | $404K | Buy |
+917
| New | +$404K | 0.04% | 188 |
|