Aspen Investment Management’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,346
| Closed | -$818K | – | 150 |
|
|
2021
Q4 | $818K | Sell |
2,346
-68
| -3% | -$23.7K | 0.4% | 83 |
|
|
2021
Q3 | $710K | Hold |
2,414
| – | – | 0.38% | 86 |
|
|
2021
Q2 | $690K | Sell |
2,414
-211
| -8% | -$60.3K | 0.36% | 85 |
|
|
2021
Q1 | $697K | Hold |
2,625
| – | – | 0.39% | 84 |
|
|
2020
Q4 | $658K | Sell |
2,625
-24
| -0.9% | -$6.02K | 0.39% | 79 |
|
|
2020
Q3 | $585K | Sell |
2,649
-88
| -3% | -$19.4K | 0.39% | 76 |
|
|
2020
Q2 | $583K | Buy |
+2,737
| New | +$583K | 0.42% | 71 |
|