Alpha Cubed Investments’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-808
| Closed | -$251K | – | 316 |
|
|
2023
Q4 | $251K | Hold |
808
| – | – | 0.01% | 224 |
|
|
2023
Q3 | $231K | Buy |
+808
| New | +$231K | 0.02% | 221 |
|
|
2018
Q2 | – | Sell |
-1,230
| Closed | -$214K | – | 235 |
|
|
2018
Q1 | $214K | Hold |
1,230
| – | – | 0.03% | 208 |
|
|
2017
Q4 | $242K | Buy |
+1,230
| New | +$242K | 0.03% | 206 |
|