BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $63.4K | Buy |
192
+65
| +51% | +$21.4K | 0.01% | 396 |
|
|
2023
Q1 | $37.3K | Hold |
127
| – | – | ﹤0.01% | 472 |
|
|
2022
Q4 | $32.7K | Sell |
127
-36
| -22% | -$9.27K | ﹤0.01% | 481 |
|
|
2022
Q3 | $35K | Buy |
163
+83
| +104% | +$17.8K | ﹤0.01% | 466 |
|
|
2022
Q2 | $16K | Hold |
80
| – | – | ﹤0.01% | 605 |
|
|
2022
Q1 | $22K | Sell |
80
-35
| -30% | -$9.63K | ﹤0.01% | 585 |
|
|
2021
Q4 | $40K | Buy |
115
+35
| +44% | +$12.2K | ﹤0.01% | 483 |
|
|
2021
Q3 | $24K | Hold |
80
| – | – | ﹤0.01% | 578 |
|
|
2021
Q2 | $23K | Hold |
80
| – | – | ﹤0.01% | 595 |
|
|
2021
Q1 | $21K | Sell |
80
-45
| -36% | -$11.8K | ﹤0.01% | 611 |
|
|
2020
Q4 | $31K | Buy |
125
+80
| +178% | +$19.8K | ﹤0.01% | 404 |
|
|
2020
Q3 | $10K | Hold |
45
| – | – | ﹤0.01% | 496 |
|
|
2020
Q2 | $10K | Hold |
45
| – | – | ﹤0.01% | 503 |
|
|
2020
Q1 | $7K | Buy |
+45
| New | +$7K | ﹤0.01% | 582 |
|