Baystate Wealth Management’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $520K | Buy |
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|
2023
Q3 | $450K | Hold |
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|
2023
Q2 | $518K | Buy |
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|
2023
Q1 | $462K | Buy |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $349K | Buy |
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|
2022
Q2 | $307K | Buy |
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|
2022
Q1 | $429K | Hold |
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|
2021
Q4 | $535K | Hold |
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|
2021
Q3 | $451K | Hold |
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|
2021
Q2 | $439K | Hold |
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|
2021
Q1 | $407K | Hold |
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|
2020
Q4 | $385K | Sell |
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|
2020
Q3 | $409K | Hold |
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|
2020
Q2 | $394K | Hold |
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|
2020
Q1 | $279K | Hold |
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|
2019
Q4 | $375K | Hold |
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|
2019
Q3 | $305K | Buy |
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|
2019
Q2 | $305K | Hold |
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|
2019
Q1 | $350K | Hold |
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|
2018
Q4 | $305K | Hold |
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|
2018
Q3 | $326K | Hold |
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|
2018
Q2 | $309K | Hold |
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|
2018
Q1 | $313K | Hold |
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|
2017
Q4 | $377K | Hold |
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|
2017
Q3 | $339K | Hold |
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|
2017
Q2 | $308K | Hold |
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|
2017
Q1 | $278K | Buy |
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|
2016
Q4 | $252K | Hold |
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|
2016
Q3 | $224K | Sell |
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|
2016
Q2 | $340K | Hold |
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|
2016
Q1 | $336K | Sell |
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|
2015
Q4 | $324K | Hold |
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|
2015
Q3 | $320K | Hold |
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|
2015
Q2 | $393K | Buy |
|