VWA
V Wealth Advisors’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,095
| Closed | -$472K | – | 436 |
|
|
2020
Q4 | $472K | Buy |
+1,095
| New | +$472K | 0.1% | 219 |
|
|
2020
Q3 | – | Sell |
-4,164
| Closed | -$1.62M | – | 299 |
|
|
2020
Q2 | $1.62M | Sell |
4,164
-304
| -7% | -$118K | 0.42% | 57 |
|
|
2020
Q1 | $1.39M | Sell |
4,468
-465
| -9% | -$145K | 0.44% | 52 |
|
|
2019
Q4 | $1.76M | Hold |
4,933
| – | – | 0.63% | 37 |
|
|
2019
Q3 | $1.76M | Buy |
4,933
+4
| +0.1% | +$1.43K | 0.63% | 37 |
|
|
2019
Q2 | $1.8M | Buy |
+4,929
| New | +$1.8M | 0.68% | 36 |
|