BerganKDV 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
2023
Q2
$81.4K Sell
247
-2
-0.8% -$659 0.01% 324
2023
Q1
$73.1K Hold
249
0.01% 349
2022
Q4
$64.1K Buy
249
+200
+408% +$51.5K 0.01% 356
2022
Q3
$11K Sell
49
-4
-8% -$898 ﹤0.01% 560
2022
Q2
$11K Buy
53
+2
+4% +$415 ﹤0.01% 580
2022
Q1
$14K Hold
51
﹤0.01% 563
2021
Q4
$18K Hold
51
﹤0.01% 562
2021
Q3
$15K Buy
51
+47
+1,175% +$13.8K ﹤0.01% 573
2021
Q2
$1K Hold
4
﹤0.01% 943
2021
Q1
$1K Hold
4
﹤0.01% 888
2020
Q4
$1K Buy
+4
New +$1K ﹤0.01% 893