B. Riley Wealth 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
Q2 | $336 | Buy |
1,686
+333
| +25% | +$66 | ﹤0.01% | 510 |
|
|
2022
Q1 | $379K | Buy |
1,353
+110
| +9% | +$30.8K | 0.03% | 390 |
|
|
2021
Q4 | $434K | Buy |
1,243
+300
| +32% | +$105K | 0.03% | 385 |
|
|
2021
Q3 | $277K | Buy |
+943
| New | +$277K | 0.02% | 476 |
|
|
2015
Q2 | – | Sell |
-2,100
| Closed | -$243K | – | 1068 |
|
|
2015
Q1 | $243K | Buy |
+2,100
| New | +$243K | 0.18% | 163 |
|