Barlow Wealth Partners’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-875
Closed -$234K 151
2024
Q3
$234K Hold
875
0.03% 140
2024
Q2
$230K Hold
875
0.03% 141
2024
Q1
$249K Sell
875
-20
-2% -$5.7K 0.03% 129
2023
Q4
$278K Buy
+895
New +$278K 0.04% 117