1WA
180 Wealth Advisors’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-791
| Closed | -$249K | – | 388 |
|
|
2021
Q4 | $249K | Sell |
791
-146
| -16% | -$46K | 0.06% | 303 |
|
|
2021
Q3 | $294K | Sell |
937
-67
| -7% | -$21K | 0.06% | 287 |
|
|
2021
Q2 | $320K | Buy |
+1,004
| New | +$320K | 0.07% | 261 |
|
|
2018
Q3 | – | Sell |
-4,048
| Closed | -$673K | – | 265 |
|
|
2018
Q2 | $673K | Buy |
+4,048
| New | +$673K | 0.33% | 93 |
|