Arkadios Wealth Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-187
| Closed | -$54K | – | 1511 |
|
|
2021
Q3 | $54K | Buy |
187
+172
| +1,147% | +$49.7K | 0.01% | 855 |
|
|
2021
Q2 | $4K | Hold |
15
| – | – | ﹤0.01% | 1777 |
|
|
2021
Q1 | $3K | Sell |
15
-21
| -58% | -$4.2K | ﹤0.01% | 1479 |
|
|
2020
Q4 | $9K | Hold |
36
| – | – | ﹤0.01% | 998 |
|
|
2020
Q3 | $8.97K | Hold |
36
| – | – | ﹤0.01% | 767 |
|
|
2020
Q2 | $7.89K | Sell |
36
-25
| -41% | -$5.48K | ﹤0.01% | 714 |
|
|
2020
Q1 | $9.25K | Hold |
61
| – | – | 0.01% | 654 |
|
|
2019
Q4 | $12.3K | Buy |
+61
| New | +$12.3K | 0.01% | 545 |
|